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What is Inogic Lead Assignment and Distribution Automation?

The Lead Assignment and Distribution Automation feature efficiently allocates and assigns leads from diverse sources to users within Dynamics 365 CRM. This tool enables managers to methodically distribute leads and customer inquiries, promoting equitable workload sharing among team members. By enhancing automation and lead assignment processes, organizations can boost operational efficiency, ultimately leading to increased sales and profitability. It supports both out-of-the-box (OOB) and custom entities, ensuring versatility in usage. The Round Robin method ensures that leads are allocated evenly across the team, while individual user capacity is taken into account for lead assignments. Various assignment rules can be formulated to meet different lead selection criteria, allowing for tailored approaches. Additionally, leads can be assigned to users on demand, adhering to established assignment rules. The sequence of executing these rules can be customized to meet specific distribution needs, and a defined timeframe can be set for task assignments, optimizing the management of work items. Overall, this system not only streamlines operations but also adapts to the unique requirements of each organization.

What is BeTyphon?

Enhance the efficiency of your sales operations by utilizing a centralized platform that provides detailed company and contact information along with communication history, enabling you to manage leads effortlessly and without added complexity. Betyphon’s innovative platform allows for seamless consolidation of lead management and follow-ups. Moreover, it facilitates the allocation of different prospects to specific agents, ensuring efficient tracking of each lead. You can tailor your outreach efforts to clients without the hassle of searching for pertinent information. As leads are collected, they can be systematically organized and prioritized, with options to classify them based on location, media sources, behavioral trends, and additional criteria. A versatile lead management system is crucial for maintaining smooth coordination in distribution, follow-up activities, and scheduling. It is designed to provide a straightforward and effective method for handling each individual lead. Additionally, automated performance tracking can be customized according to your preferences, fostering greater operational transparency and ultimately propelling business expansion. This specialized system not only streamlines your workflow but also significantly enhances collaboration and productivity within your team, ensuring that everyone is aligned in their efforts to convert leads into successful sales. By investing in such a comprehensive solution, you can position your business for sustained growth and success.

Media

Media

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$13.81 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Company Facts

Organization Name

BSD Technologies

Date Founded

2015

Company Location

India

Company Website

www.techmet.in/betyphon/

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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