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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 Distribution Engine?

The Distribution Engine offers a variety of approaches to allocate records among your teams, with several methods detailed below and even more options integrated into the application itself. Fairness is essential for keeping sales teams motivated and successful, and the round robin method emerges as the simplest and most effective way to accomplish this goal. By utilizing round robin distribution, each team member receives a record in succession, returning to the beginning once everyone has had their turn, which helps to eliminate any confusion surrounding the allocation process. Furthermore, load balancing serves as an effective strategy to ensure that workloads are evenly distributed among team members by considering their varying availability and levels of expertise. This method is particularly advantageous for case distribution since it can be adapted to fit assignments beyond the scope of what the Distribution Engine manages, while also accounting for the complexity or value of the records being distributed. Ultimately, the implementation of these distribution methods fosters a more structured and efficient team environment, allowing for enhanced collaboration and productivity. In essence, the right distribution strategy can make a significant difference in how effectively teams operate and achieve their goals.

Media

Media

Integrations Supported

AXIO Advanced Projects
Champify
Microsoft Dynamics 365

Integrations Supported

AXIO Advanced Projects
Champify
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$45 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

NC Squared

Company Location

United Kingdom

Company Website

nc-squared.com

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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