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ease
features
design
support

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Description

Distribution Engine provides various methods for distributing records among your teams, with several outlined below and even more available in the application. Ensuring fairness is crucial for maintaining motivated and successful sales teams, and the round robin method stands out as the most straightforward and efficient approach to achieve this. With round robin distribution, each team member receives a record in turn, cycling back to the start after everyone has had a chance, which eliminates confusion regarding allocation processes. Additionally, load balancing offers a solution to maintain equitable workloads across the team by factoring in the different availabilities and expertise levels of team members. This method is particularly effective for case distribution, as it can be tailored to accommodate assignments beyond what Distribution Engine handles, as well as taking into account the complexity or value of the records being assigned. Ultimately, these distribution methods contribute to a more organized and productive team environment.

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

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
Champify
Microsoft Dynamics 365

Integrations

AXIO Advanced Projects
Champify
Microsoft Dynamics 365

Pricing Details

$45 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

NC Squared

Country

United Kingdom

Website

nc-squared.com

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

Alternatives

Alternatives

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