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What is Keybranch?

Utilize our innovative software to forge connections and engage with companies in your industry. You'll begin to receive inquiries from other enterprises within your network and the wider Keybranch community. Our platform offers interactive tracking features alongside a data organization board to enhance your experience. Keybranch not only broadens your outreach capabilities but also connects you with local businesses. If you are looking for appropriate placements for individuals who may not fit your program, Keybranch employs a patent-pending algorithm designed to guide you to businesses that can provide the necessary support. By registering with Keybranch, you unlock access to business centers nationwide. Each participant is classified according to their areas of expertise, which adds to their distinctiveness. As you engage and network within this growing community, new opportunities arise, allowing your connections to flourish while simplifying your internal tracking methods. This will streamline your outreach processes, enabling you to receive inquiries from your community while maintaining an organized structure. In the end, this platform empowers you to cultivate significant relationships, driving greater success in your outreach endeavors and expanding your professional horizon even further.

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.

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

Keybranch

Date Founded

2017

Company Location

United States

Company Website

www.keybranch.com

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.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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