Surpassing all expectations, making things possible are what we excel at! We strive to outdo ourselves. In our constant effort to achieve this, an idea was born for our next productivity app. Soon enough you will be acquainted with this new productivity app – Lead Assignment & Distribution Automation.
From the name itself you must have got a brief idea about the product.
Yes, you are right! It is a productivity app that helps to assign leads automatically in Dynamics 365 CRM to respective sales representatives in a systematic way. But that is not all. It will also ensure that the leads are distributed among the sales team in a fair manner. This will result in improving customer satisfaction level and achieving higher ROI.
So, what led us to build such an app?
Lead can be defined as a potential customer or sales opportunity. They are generated in many ways like from existing customer, referrals, advertisements, campaigns, etc. Sales representatives follow these leads, convert them to opportunities and finally a new customer is acquired. For this to happen each and every lead should be pursued diligently. No lead should be overlooked. One doesn’t know which lead will be a turn into a good sales opportunity.
But often companies find that due to miscommunication or mismanagement leads are missed resulting in a loss of potential customer. This may be considered as a minor drawback by most of the companies but it is a drawback no less and in a highly competitive market it will result in creating huge loss for the company. Such a huge loss over a minor drawback is unacceptable.
So, how will you avoid creating such situation?
This is where our new productivity app – Lead Assignment & Distribution Automation – comes handy.
With Lead Assignment & Distribution Automation app you can systematically allot leads in Dynamics 365 CRM to your sales team. There will no more missing leads. Leads will be distributed using Round Robin method and capacity of individual users. You can also set selection criteria for distribution of Leads. In this way sales representatives can pursue each lead diligently and do their best in converting them to opportunities.
Gone will be the days of mismanagement of leads.
One thing less to worry about. Now you can concentrate wholly on more important matters without this persistent pebble in your shoes.
Seems wonderful, isn’t it?
So, keep following us for release details or to know more you can mail us at crm@inogic.com
That’s not all!
Visit our Booth #1331 at CRMUG Summit 2019 for an exclusive LIVE demo!