Category Archives: Lead Assignment Distribution & Automation

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

The future of business all around the world is changing at a rapid pace. And because of disruptions by new technologies every now and then, organizations face challenges to adapt quickly. One of the key aspects of this change is Automation, which lies at the core of digital transformation. As per stats, 61% of businesses… Read More »

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

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… Read More »

Automatically set user availability while assigning leads in Dynamics 365 CRM – New Feature of our Lead Assignment and Distribution Automation!

Sales performance has always been one of the deciding factor for measuring success of business organizations. And sales comes from pursuing leads. But only a fraction of leads are converted to sales. This is mainly because of one of the two factors – response time (how quickly you respond to leads) and nature of response… Read More »

Webinar: Lead to Sales – Automate Lead Assignment and Distribution in Dynamics 365 CRM and get higher Sales!

Sales is the focal point of every business organization. But sales leads are precious and only a fraction of them are converted to sales. And one of the biggest challenges faced by business organization in successful lead conversion is – quick follow up with Leads. Nearly 41% of the surveyed companies feel that following up… Read More »

3 Best Practices for Increasing your Lead Conversion Rates – Lead Assignment and Distribution Automation in Dynamics 365 CRM is what you need!

Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More »

Webinar – Distribute Leads/Cases Automatically using Round Robin & Capacity Algorithm in Dynamics 365 CRM

Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More »

How automation of Lead and Case assignment in Dynamics 365 CRM using Round Robin or Capacity Algorithm can result in higher ROI

The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually converted to Customers. You have to give your 100 percent, find out what the customer needs – their goals, preferences – and make sure… Read More »

Assign Leads or Cases automatically in Dynamics 365 CRM using Round Robin or Capacity Algorithm!

Lead Assignment and Distribution Automation – a Preferred App on Microsoft AppSource – is a productivity app that systematically allocates or distributes work items (Leads, Cases, etc.) recorded in Dynamics 365 CRM using round-robin or capacity algorithm. So, if you have this amazing app installed in your CRM, you no longer have to worry about… Read More »

Stop cherry-picking of leads by automating lead distribution within Dynamics 365 CRM

We are back to interact with you in another exciting webinar on our very own popular productivity app Lead Assignment and Distribution Automation. Each of our webinars turn out to be a raving success given the participation of our partners, peers, clients, and prospects. This webinar is another attempt to bring out to you the… Read More »

How to avoid cherry picking and evenly distribute Dynamics 365 CRM/PowerApps Leads

Sales is a determining factor in gauging the growth of an organization. And sales comes from pursuing all available leads, as every lead has the potential to turn into a profitable account. Suppose there is a huge inflow of leads through websites, referrals, advertisements, exhibitions, events, etc. and these Leads are manually picked by sales… Read More »