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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 FunnelBeam?

Uncover and interact with your ideal customer through advanced AI solutions that improve every aspect of your market entry strategy. Utilize robust automation and integrations to effectively meet your lead generation, sales, and revenue goals. FunnelBeam is designed to assist your growth, whether you're in search of niche data that is difficult to obtain or the essential metrics that every business prioritizes. Top-tier sales and marketing teams are turning to FunnelBeam for access to the most advanced market intelligence, propelling their growth initiatives. Simplify your registration processes, improve the precision of lead scoring, and save your team's precious time significantly. With our customized data and AI-enhanced insights, we deliver the vital information necessary for swift scaling. We convert your ideal customer profile into a state-of-the-art AI model that generates distinctive buying signals, allowing your revenue teams to engage with the right accounts instantly. This strategy not only boosts efficiency but also amplifies your outreach capabilities, ensuring you maintain a competitive edge in the market. Moreover, by harnessing the full potential of AI technology, you will be able to adapt quickly to market changes and stay relevant in an ever-evolving business environment.

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

FunnelBeam

Company Location

United States

Company Website

www.funnelbeam.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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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