Intelligent Lead Routing in CRM
Automate Lead Routing with Advanced Assignment Rules in CRM
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What's Lead Assignment and Distribution Automation?
Automated lead routing and assignment can be the difference between converting a lead or losing it to a competitor. The Lead Assignment and Distribution Automation app by Inogic addresses this challenge by automating the assignment of leads, contacts, cases, and opportunities in Dynamics 365 CRM. Using pre-set rules, it ensures leads are quickly assigned to the right sales rep, reducing delays and missed opportunities. Track performance with dashboards to evaluate team efficiency and boost productivity, enhancing sales outcomes.
Recent Updates
Support for setting user availability when assigning Leads (or other entities). Assign
Supports the setting of assignment periods and multiple assignment rules for a single entity.
Assign leads based on the individual capacity of each user.
Even distribution of Leads using the Round Robin Algorithm.
Information Vault
Benefits of using Lead Assignment and Distribution Automation
Ensures leads are promptly assigned, boosting conversion rates.
Distributes leads fairly, preventing burnout, and enhancing team performance.
Assigns leads based on user availability, ensuring seamless workflows.
Offers dashboards to track team efficiency and increases transparency.
Supported On
Dynamics 365 CRM
Online | On-Premises | Dataverse
Features
Here’s How Automating Lead & Work Item Distribution Boosts Productivity
Automate Lead and Work Item Distribution
Ensure fair, efficient, and automated lead distribution with intelligent assignment rules. Here’s how:
Automatically distribute leads evenly among your sales team to ensure fair workloads and faster follow-ups, boosting team productivity.
Assign tasks based on each sales rep’s capacity and experience, optimizing efficiency and preventing burnout for better team performance.
Assign tasks based on each sales rep’s capacity and experience to optimize efficiency and prevent burnout, leading to better team performance
Set User Availability and Vacation
Managers can assign work items based on user availability, ensuring tasks are allocated only to those marked as “Available” in CRM. This prevents delays, maintains productivity, and ensures smooth task management during absences.
Work Item Monitoring and Analysis
Track and analyze assigned work items, such as leads and cases, through dashboards dashboards to evaluate team performance. This helps identify bottlenecks, improve accountability, and drive better decision-making for team efficiency.
More Features
Auto-Assignment on Existing Work Items
Assign existing work items to team members with a single click on the "Run Assignment" button and streamline the distribution process.
Auto-Assign Existing Records
Automatically assign existing leads to users based on newly configured rules, even for records created before the solution setup. Ensure fair task allocation without manual intervention.
Customizable Assignment Rules
Create multiple customized assignment rules for unique scenarios using FetchXML query and assign them to the users in Queue.
Order of Assignment
Set the order for multiple assignment rules defined on one entity based on which work items will be distributed among the team.
Set Users' Sequence
Easily prioritize user task assignments by setting unique sequence numbers, ensuring efficient and error-free workload distribution.
Custom Entity Support
The app supports both OOB and custom entities, enhancing your ability to automate work item distribution in Dynamics 365 CRM.
testimonials
What Our Customers Are Saying?
Our Blogs
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Frequently Asked Questions
Apart from incoming Leads, users can also assign records of other entities by using Lead Assignment and Distribution Automation app. It supports both OOB as well as Custom Entities.
No, there is no such limit. With Lead Assignment and Distribution Automation one can assign any number of incoming Leads or other work items.
Once the assignment rules are set, managers can assign the existing Leads or any other entity records by using ‘Run Assignment’ feature. Managers just have to select the Leads that needs to be assigned and click on the ‘Run Assignment’ button to distribute it among the users.
Reach out to us today to know more!
