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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

We empower exceptional Go-to-Market teams™ to revolutionize the way your organization drives revenue. Terminus is designed specifically for sales and marketing teams that prioritize revenue generation over mere lead acquisition. At the heart of Terminus lies our Data Studio, which enables you to easily identify and rank the most suitable targets using firmographic, intent, engagement, psychographic, and relationship insights. With Terminus, you can craft tailored messages for the appropriate audiences, regardless of their location. Create synchronized experiences across various platforms, including display and social media advertising, chat, email, and web personalization. By effortlessly integrating all of your account data, Terminus ensures that your go-to-market teams remain in sync from the initial contact through to renewal and expansion. It automatically notifies sales teams of significant engagements, centralizes account details, and enhances pipeline forecasting, thereby speeding up the opportunity for growth. As a result, your organization can achieve a more streamlined and efficient approach to revenue generation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
AXIO Advanced Projects
Adobe Analytics
Allego
Crossbeam
Desktop.com
G2 Buyer Intent
Gmail
Google Analytics
HubSpot Marketing Hub
IntentData.io
Marketo
Microsoft Outlook
Ox Engine
PathFactory
Reachdesk
Reveal
Salesforce
Salesforce Marketing Cloud Account Engagement
Uberflip

Integrations

Microsoft Dynamics 365
AXIO Advanced Projects
Adobe Analytics
Allego
Crossbeam
Desktop.com
G2 Buyer Intent
Gmail
Google Analytics
HubSpot Marketing Hub
IntentData.io
Marketo
Microsoft Outlook
Ox Engine
PathFactory
Reachdesk
Reveal
Salesforce
Salesforce Marketing Cloud Account Engagement
Uberflip

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

Terminus Software

Founded

2014

Country

United States

Website

terminus.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

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Email Signature

Auto Update
Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Marketing Attribution

Attribution Modeling
Audience Segmentation
Conversion Tracking
Cross-Channel Attribution
Customer Journey Mapping
Multi-Touch Attribution
Predictive Analytics
ROI Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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