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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 Gradient Works?

Ineffectiveness in booking meetings often arises from targeting inappropriate accounts, making it crucial to assign the right accounts at the most suitable times. To boost sales productivity, it's vital to pinpoint deficiencies in your CRM and guide your sales teams toward accounts that show a greater potential for conversion, marking a shift towards dynamic account management. This evolution from conventional static territories to a more adaptable and robust strategy showcases the significant advantages of dynamic booking. With extensive expertise in the RevOps sector, we are well-acquainted with the unique requirements of high-achieving sales teams, having experienced their challenges directly. Our free guide on dynamic book management illustrates how this modern approach can replace traditional static territories effectively. Our services also encompass the allocation of both inherent and customized objects, round-robin distribution tailored by factors like weight, capacity, and availability, alongside thorough logging, audit trails, and reporting capabilities. Furthermore, we offer premium onboarding and dedicated support to facilitate the seamless integration of dynamic book management into your operations. By adopting this innovative strategy, you can significantly enhance your sales approach and drive better results. Don't miss the opportunity to elevate your sales effectiveness to new heights.

Media

Media

Integrations Supported

AXIO Advanced Projects
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork

Integrations Supported

AXIO Advanced Projects
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$200 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

Gradient Works

Company Location

United States

Company Website

www.gradient.works/

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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