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Description
Efficiently conduct all sales activities, access comprehensive company and contact records, and review communication histories seamlessly in one central location to effectively manage leads without unnecessary complications or wasted time. Betyphon streamlines the process of managing and following up on all leads by consolidating everything into a single platform. It enables the assignment of various prospects to different agents, allowing for consistent tracking in one centralized system. This tool empowers you to customize your outreach to customers without the need to sift through extensive details. Additionally, you can organize and evaluate leads as they come in, categorizing them in various ways—such as by geographic location, the media channels from which they originate, or their behavioral characteristics. Without a versatile lead management system, coordinating distribution, follow-up, and scheduling can become a complex challenge. Furthermore, it offers a simple and efficient approach to oversee individual leads, providing automated tracking of performance according to your preferences and timing. Ultimately, this enhances operational transparency and fosters business growth. With Betyphon, you can not only streamline your sales processes but also cultivate stronger relationships with your prospects.
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Microsoft Excel
Pricing Details
$13.81 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BSD Technologies
Founded
2015
Country
India
Website
www.techmet.in/betyphon/
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking