Category Archives: Lead Assignment Distribution & Automation

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 »

Christmas comes in early for Dynamics 365 CRM & PowerApps Users – Releasing 4 new Productivity Apps!

It’s Christmas Time (already) for our Dynamics 365 CRM and PowerApps friends!! Yes, the wait is finally over, we are quite excited to announce the release of our latest innovative apps for Dynamics 365 CRM and PowerApps that will just quite vanish your daily mundane tasks and bring about more productivity effortlessly. So, hasn’t Christmas… Read More »

Round Robin Lead Assignment in Dynamics 365 CRM with our new Lead Assignment Distribution & Automation App!

Businesses thrive on sales. Sales come from pursuing leads. These leads are assigned to team members by Sales Managers. Assigning and distributing leads is a significant yet tedious task. That what is our new innovative or productivity app as well call it all about – Lead Assignment & Distribution Automation. So what is it all… Read More »