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About

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period

About

Growing sales teams use Routera to control lead assignment generated from marketing, and ensure adherence is met. This leads to quicker response times, organized pipelines, and more pipelines moved to closed won. Hot leads are slipping through the cracks of your sales pipeline. Integrate Routera to your CRM in 5 minutes and make sure every lead is assigned to the right person, worked, and accounted for. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Set capacities to ensure each rep can only have a certain number of leads. Scientifically scale your sales operations the right way. Set time limits on how long a rep has to reach out to a lead, reducing time to first response.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Dynamics 365 users

Audience

Companies interested in a solution to double their pipeline’s conversion rates

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$99 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Inogic Tech
Founded: 2006
India
www.inogic.com

Company Information

Routera
United States
www.routera.io

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

Categories

Categories

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Integrations

AXIO Advanced Projects Supported
Microsoft Dynamics 365 Supported

Integrations

AXIO Advanced Projects Not Supported
Microsoft Dynamics 365 Not Supported
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Routera and update features and information
Claim Routera and update features and information