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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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Features

Distribute Work Items in Round Robin fashion

Round Robin Work Item Distribution

Distribute work items evenly among team members with Lead Assignment and Distribution Automation. For example, in case of incoming Leads, managers can easily distribute them among the sales representatives evenly. This way, each sales representative is automatically allotted an equal number of Leads.

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Capacity-Based Work Item Assignment

Distribute numerous Work Items in Dynamics 365 CRM based on the individual capacity of each user. This helps managers automatically allot more work to experienced users than newcomers with the help of Lead Assignment and Distribution Automation.

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Assign Work Items based on individual capacity of each user
Assign Work Items based on individual capacity of each user

Set User Availability and Vacation

Managers can assign work items based on the availability status of users, which can be set as ‘available’ or ‘unavailable’. Users can also update their availability status and manage their schedules, ensuring efficient task allocation and preventing work items from being assigned to users who are currently unavailable.

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Periodic Work Item Assignment

Records or work items can be automatically assigned to users based on predefined time periods such as daily, weekly, or monthly. This feature helps streamline workload distribution and ensures that team members receive a fair share of tasks.

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More Features

Set User Sequence

Set the sequence of the users to whom the records are assigned.

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Customizable Assignment Rules

Create multiple assignment rules 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.

On-Demand Assignment

Enable on-demand assignment of records to users depending upon the assignment rules.

Custom Entity Support

Provide support for both OOB as well as Custom Entities resulting in increased productivity and efficiency.

Work Item Monitoring and Analysis

Evaluate team members' performance by tracking and analyzing the volume of assigned work items like leads and cases through dashboards.

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Set User Availability

Auto-Assignment of Existing Work Items

Assign existing work items to team members with a single click on "Run Assignment" and streamline the distribution process.

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FAQ's

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.

Yes, through Dashboards one can easily track assigned and pending Leads or any other entity records.

Reach out to us today to know more!

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