Lead to Opportunity to Customer in Microsoft Dynamics 365 CRM – Get the first step right by automating Lead Assignment!

By | July 1, 2022


The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and converting leads.

Why? It may be because they have not yet explored other options and are too set in their old ways of doing business. But with changing times, one has to step forward and embrace the changes or will be left behind.

So, let’s take that first step now and see what Lead Assignment and Distribution Automation, a Microsoft Preferred App, can do to enhance your lead conversion rate and increase sales.

As businesses revolve around sales, Leads are precious because only a fraction of them are converted into sales. And one of the challenges that many organizations face in lead conversion is responding quickly to newly generated leads.

And with Lead Assignment and Distribution Automation, you can –

Automate the Lead assignment process in Dynamics 365 CRM

By using Round Robin or Capacity Algorithm, Lead Assignment and Distribution Automation will help you to assign the incoming leads that are generated through various sales and marketing initiatives in Dynamics 365 CRM. With the Round Robin algorithm, the incoming Leads will be evenly distributed among your team members. Suppose your sales team comprises four sales representatives and there are eight incoming Leads then each member will be allotted two Leads.

But under the Capacity Algorithm, the individual capacity of your team member (salesperson) is taken into consideration while assigning leads. Under this rule, you can allocate more leads to an experienced salesperson as compared to an inexperienced one. This ensures that each team member is equally loaded as per their capacity.

Further, you can also automate the assignment of leads that were already existing in Dynamics 365 CRM before the implementation of this automation app into your CRM. Another added advantage of using this Lead automation app.

Set parameters to systematically assign leads

Many factors need to be considered carefully while automating lead assignment in Dynamics 365 CRM, for the smooth execution of the lead assignment process. Some of the points that need direction are –

  • The order in which assignment rules are to be executed in case there are multiple assignment rules configured in your CRM.
  • The sequence in which leads are to be assigned to team members (salesperson) if there are three or more salespeople in the team i.e. who will get the first lead?
  • When the leads should be assigned – daily, weekly or monthly?
  • The availability of salespersons – are they available, on vacation, out of the office, etc.?

Setting parameters for these factors will ensure operational efficiency while assigning leads in CRM. These parameters or checkpoints will undoubtedly eliminate any chances of mismanagement while allocating leads in Dynamics 365 CRM.

Track and monitor lead assignment status in Dashboard

The Lead Assignment and Distribution Automation app ensures you get a clear insight into total assigned leads with Dashboard reporting. It gives you a clear picture of the situation with pending leads, to whom the active leads are assigned through the Lead assignment dashboard. When this information is readily available, it becomes relatively easy to track, monitor, and optimize the workload and performance of each team member. It is also quite helpful in planning sales strategies and the development of skills of salespeople, resulting in a higher lead conversion rate.

So, are you ready to take the first step towards a bright future with our Lead Assignment and Distribution Automation app?

If yes, then go to our website or Microsoft AppSource and download the 15-day free trial of this wonderful lead automation app right now!

Also, check out these videos to learn what more this Lead automation app has in store for you.

Feel free to mail us at crm@inogic.com  for any further information on automating lead assignment within Dynamics 365 CRM.