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Description
Effectively oversee your business operations and evaluate performance using instantaneous statistics. Utilize the alert system to pinpoint sales agents who stray from established protocols, thereby motivating them to adhere to the guidelines. Collaborate with various stakeholders to ensure the security of information shared among different parties. The solution is compatible with desktops, tablets, and smartphones, making it versatile across platforms. Regardless of your sector, Followupbyte is designed to enhance your marketing efforts, boost revenue, foster customer loyalty, and much more. Easily grant access to your call centers, telemarketers, and sales teams in just a few clicks, with customizable clearance levels for each user. Take full advantage of our agenda, specifically crafted to cater to the demands of a professional prospecting campaign, which allows for seamless importing and exporting of your Google and Outlook calendars. Streamline your operations and lighten your workload with our comprehensive system that facilitates the entire monitoring process, ensuring you achieve optimal results. Embrace the tools available to maximize efficiency and drive business success.
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Pricing Details
$30.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FollowupByte
Founded
2015
Country
Canada
Website
www.followupbyte.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking