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Description
Discover and engage with your perfect customer through innovative AI technology that enhances every stage of your go-to-market strategy. Leverage powerful integrations and automation to achieve your lead generation, sales, and revenue targets effectively. Whether you need specialized data that’s hard to find or the common metrics that all businesses prioritize, FunnelBeam is equipped to support your growth in any scenario. Leading sales and marketing teams are opting for FunnelBeam to access the most sophisticated market data available, driving their expansion efforts. Streamline your sign-up processes, enhance lead scoring accuracy, and significantly save your team's valuable time. With our tailored data and AI-driven insights, we provide the crucial information required for rapid scaling. We transform your ideal customer profile into a cutting-edge AI model that produces unique buying signals, enabling your revenue teams to connect with the right accounts immediately. This approach not only increases efficiency but also maximizes your outreach potential, ensuring that you stay ahead in a competitive landscape.
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
No price information available.
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
FunnelBeam
Country
United States
Website
www.funnelbeam.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking