Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Adopting a ninja-like strategy to streamline the resolution of human challenges allows individuals to concentrate on more meaningful tasks. By automating the acquisition of leads from diverse platforms such as Facebook, Google AdWords, and websites, businesses can boost their revenue by 25% while entirely eliminating lead loss. The system enables real-time extraction of leads from multiple sources, ensuring that no potential business opportunities slip through the cracks, as team members will no longer need to constantly monitor their emails for new leads. Instead, they can devote their efforts to cultivating relationships with prospects. Automated notifications via email and SMS will be sent to leads, featuring intelligent content designed to elicit responses from interested parties. Additionally, the integration of APIs from platforms like Facebook and Sulekha supports seamless lead collection, while email-based automation caters to other sources. The system provides 24/7 real-time lead parsing and automates the synchronization of leads with CRM systems, freeing teams from the tedious task of manual data entry. With zero lead loss ensured through automation, leads can be effortlessly assigned to team members, allowing them to concentrate solely on converting prospects into clients. Ultimately, this approach not only enhances efficiency but also drives overall business growth by maximizing the potential of every lead.
API Access
Has API
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
Yes
Facebook
No
Google Ads
No
Microsoft Dynamics 365
Yes
Integrations
AXIO Advanced Projects
No
Facebook
Yes
Google Ads
Yes
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
ConceptNinjas
Country
India
Website
www.conceptninjas.com
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No