From Lead to Sales – Inogic cut shorts this journey with its Lead Assignment automation app

MUMBAI, India — December 20, 2021– Every business is deemed as a going concern. Increasing sales, making profit, achieving higher returns are the basic goals of every business organization. Chasing leads and converting potential leads into customers is how every business maintains their ‘going concern’ status. The crux of converting leads into customers however depends on two factors - response time and how you respond. In highly competitive markets, this response time can make or break deals. To respond quickly, leads are required to be assigned to designated sales persons within no time. Forgoing manual assignment/routing of leads and implementing sophisticated automating system is the way ahead to meet this requirement.

Inogic, with its penchant for providing out-of-the-box solutions for Dynamics 365 CRM users, introduced Lead Assignment and Distribution Automation keeping this aspect in mind. Already conferred with Microsoft Preferred App badge on Microsoft AppSource, this app ensures systematic distribution of leads, operational efficiency, and eliminates lead mismanagement. 

With Lead Assignment and Distribution Automation, CRM users can: 

  • Assign Leads as per Round Robin and Capacity Algorithm: Lead Assignment and Distribution Automation allocates Leads based on Round Robin & Capacity Algorithm. Using Round Robin algorithm, the incoming Leads are evenly distributed among the sales team. Each and every member of the team are given their equal share of Leads. Capacity Algorithm, on the other hand, is used to distribute Leads on the basis of individual capacity of each team member. An experienced sales person can be given more leads as compared to the less experienced sales person.
  • Auto-Assign existing Leads: The existing Leads within Dynamics 365 CRM can be assigned to designated members of Sales team. As per the Assignment rule defined by the user, the leads will be automatically assigned to each team member.
  • Set Parameters to Assign Leads: Sequence, Period, Order, etc.:User can decide which sales team member will be the first to get leads and which member will be the last. The user can also set the period for assigning leads i.e. on daily, weekly, or monthly basis. All of these parameters are defined in Assignment rules.And in case of multiple Assignment rules, user can define an order to execute these rules to avoid confusion and maintain operational efficiency.
  • Monitor and Analyze Lead Assignment: Lead Assignment Dashboard provides an effective graphical representation of Leadsin CRM. The details of total assigned leads, to whom the leads are assigned and pending leads are readily made available. This makes it quite easy to track and compare the workload and performance of each team member.

 Be quick to respond, increase efficiency, improve sales and maximize revenue with this amazing Dynamics 365 CRM productivity app – Lead Assignment and Distribution Automationto Automate Lead Assignment within Dynamics 365 CRM!

About Inogic:

Inogic: Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships, Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com

Vendor

Inogic