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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 Effitrac CRM?

Evaluate and track the overall quantity of leads, calls, events, and tasks on a weekly basis while interpreting performance data via visual representations. Organize the responsibilities assigned to individual leads by modifying their priority, status, and deadlines to guarantee prompt fulfillment. Keep daily, casual notes regarding customer interactions, insights, and any other pertinent details that may come up. Allocate distinct IDs for events or meetings to avoid confusion, and document the venue and current status of ongoing events. Make sure to capture every detail of phone conversations by noting the lead's name, the purpose of their call, the topics covered, the type of call, the date, and the current status of the lead. Maintain a thorough log of customer inquiries concerning quotes, payment summaries, or additional questions to ensure transparency. From the initial stage of lead identification to the cultivation of customer relationships, Effitrac stands as a reliable companion. Effitrac equips you with the tools needed to gather valuable insights, devise strategies, and respond adeptly to your customers' requirements, which is essential for informed decision-making. By harnessing these capabilities, you can significantly boost your productivity and enhance customer engagement, ultimately leading to more successful interactions. This strategic approach not only streamlines your operations but also fosters lasting relationships with clients.

Media

Media

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Effitrac Solutions

Date Founded

2012

Company Location

India

Company Website

www.effitrac.com/crm-software

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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