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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
Description
Link the relationships between businesses and individuals using the premier B2B Customer Data Platform. Foster genuine Customer Obsession through Leadspace CDP. Access all essential information to gain insights into your customers—precise and in-the-moment, consolidated in one location. With Artificial Intelligence (AI) that converts data into straightforward next-step suggestions, you’ll know exactly who to engage, when, and how. Seamless integrations with Sales, Marketing, and Digital Advertising platforms guarantee cohesive execution across all channels. By utilizing Leadspace CDP, you can concentrate on executing impactful Marketing and Sales strategies rather than getting bogged down in data management. Elevate your business strategy with a comprehensive view that empowers you to make informed decisions.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
AXIO Advanced Projects
Bombora
DemandMatrix
Eloqua
Google Analytics
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Marketo
Integrations
Microsoft Dynamics 365
AXIO Advanced Projects
Bombora
DemandMatrix
Eloqua
Google Analytics
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Marketo
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
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Leadspace
Founded
2007
Country
United States
Website
www.leadspace.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
B2B Data
B2B Contact Data
B2B Intent Data
B2B Leads Data
B2B Marketing Data
Business Ownership Data
Company Data
Employee Data
Firmographic Data
Job Posting Data
Salary Data
Technographic Data
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Data Management Platforms (DMP)
Ad Network Integration
Analytics / ROI Tracking
Audience Targeting
Behavioral Analytics
CRM
Campaign Management
Competitive Analysis
Customer Journey Mapping
Data Capture / Transfer
Data Classification
Data Visualization
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking