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Efficiently manage workload distribution among your team members

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Assign and Distribute Leads using Round Robin & Capacity Algorithm within Dynamics 365 CRM - Lead Assignment and Distribution Automation

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Why Lead Assignment and Distribution Automation?

Time and quality of response can make or break a deal in the world of sales. For Dynamics users, the need to efficiently assign and distribute leads is paramount. But with challenges like large teams, high lead volumes, and unpredictable availability of sales reps, manual lead assignment can lead to inconsistencies, and longer response time leading to missed opportunities. Don’t let poor lead distribution be the Achilles’ heel of your sales cycle. Optimize your process with a tailored app for more equitable, efficient, and effective lead distribution, for better sales and customer experiences. Take the first step towards a more efficient and productive team with Lead Assignment and Distribution Automation.

Overview

Introducing Lead Assignment and Distribution Automation – the perfect solution for managers seeking to optimize their team’s workload. This productivity app ensures equal distribution of work across teams while considering their individual capacities. Our automation tool simplifies the distribution of leads or any other work items in Dynamics 365 CRM like never before!

Say goodbye to manual lead assignment and welcome a streamlined process with Lead Assignment and Distribution Automation. Our innovative tool uses pre-set rules and criteria to assign the ideal sales representative to each lead, resulting in fast and efficient lead handling.

Recent Updates

  • Support to set user availability for assigning Leads (or other entities)
  • Support to set period for assigning records
  • Set the sequence of the users to whom the records are assigned
  • Even distribution of Leads using Round Robin Algorithm
  • Assign Leads on the basis of individual capacity of each user
  • Set order for multiple assignment rules defined on one Entity
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Benefits

  • Sales managers can manage leads more effectively by assigning them to the right sales representative.
  • Saves time and increases sales efficiency by eliminating the manual process of assigning leads.
  • Prompt assignment of leads increases the chances of converting them into sales.
  • Ensures fair lead distribution among sales representatives by using predefined criteria.
  • Provides visibility into lead distribution and assignment, enabling organizations to track and monitor the assigned leads.
  • Enables sales teams to collaborate more effectively, leading to improved teamwork.
  • Faster response times due to automated lead distribution to enhance the overall customer experience.
Lead Assignment

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