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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
Convert your leads into revenue at every phase of the sales journey. Optimize every facet of your lead generation strategy, from acquisition and allocation to the sales cycle and follow-up processes. Achieve complete transparency regarding the performance of your sales team and business collaborators, allowing you to evaluate their effectiveness with leads. Monitor the profitability associated with each lead source, representative, and branch office. Seamlessly integrate all your lead sources into a single platform through our Lead Capture API and advanced email parsing technology. Our system is compatible with your company’s website, as well as platforms like Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and numerous other lead generation partners. Automatically distribute leads to sales representatives following round robin or broadcast assignment protocols, and establish time constraints for lead acceptance. Additionally, keep track of acceptance durations, multiple inquiries, and a variety of other metrics to enhance overall efficiency and effectiveness!
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
CommVersion
Microsoft Dynamics 365
Zillow
realtor.com
Integrations
AXIO Advanced Projects
CommVersion
Microsoft Dynamics 365
Zillow
realtor.com
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$299 per user per month
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
LanTrax
Country
United States
Website
lantrax.com/leadtrax/
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