Automate distribution of Leads/Cases in Dynamics 365 CRM : What is it and why you need it?

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Lead Assignment

Lead Assignment

Let’s get it straight – Maintaining deeper customer relationships is the key to sustain success in any organization. And it all starts with Leads.  But it is a daunting task to assign Leads in Dynamics 365 CRM to team members on a daily basis. There are chances of overlooking, cherry picking due to which the chances of getting a new customer and creating a good customer relationship becomes nil.

So, is there a way to overcome these daily obstacles?

Yes – With automation you can easily overcome all these obstacles.

And Lead Assignment and Distribution Automation is the perfect app that will help you achieve this. A Preferred App on Microsoft AppSource  there is no doubt about its credibility. An automation app through and through, you can be rest assured that all the Leads will be assigned evenly among your team members in a very systematic and organized way.

To make it more appealing, let’s take a brief tour and see how this app functions.

No more manual work!

Lead Assignment and Distribution Automation gives you two options to assign Leads to your team members – Round Robin & Capacity Algorithm. With Round Robin algorithm, you can evenly distribute the incoming Leads among your team members. It will ensure that everyone is given an equal share of Leads. No more or no less.

Round Robin Algorithm

Round Robin Algorithm

But if you are of the opinion that experienced person should get more share of Leads then Capacity Algorithm is the option you should use.  By using this algorithm, you can distribute the incoming Leads recorded in Dynamics 365 CRM on the basis of individual capacity of each team member. Here, the experienced person will get more Leads and the less experienced will get less Leads.

Capacity Algorithm

Capacity Algorithm

Who will get the Leads first ?

Another one of the features of Lead Assignment and Distribution Automation is that you can distribute the Leads to your team members in a sequence of your choice. The Leads will be assigned from lowest to highest sequence and will work for both Round Robin and Capacity algorithm. On the basis of work experience or availability or efficiency, you can choose to whom the Leads should be assigned first.

Set Sequence

Set Sequence

Divide – Delegate – Conquer

There are some scenarios when managers tend to initially assign Leads to one sales rep or team for basic footwork. But once the initial groundwork is completed it is then assigned to another sales rep or team to pursue it further. This division and delegation of work helps to convert Leads into Customers at a faster rate. And now with Lead Assignment and Distribution Automation app you can automate this process using workflows in Dynamics 365 CRM.

You, me, them – Who did it better?

Suppose you have automated the process of assigning Leads but now the question arises –  how will you know the status of assigned and pending Leads. This is where the Dashboards and Leader boards will help you. You can easily monitor how much Leads were assigned, to whom it was assigned, how much is left to be assigned through charts and graphs in dashboards. Another catch is that you can also assess the individual performance of your team members.

Quite worthy app, isn’t it?

All in all, a quite handy app to have at your end for smooth distribution of Leads among team members. Now, you can do away with manual assignment of Leads and focus more on building customer relationships.

But don’t take our word on it. Get a first-hand experience of how this app functions by downloading it from our website or Microsoft AppSource for a free trial period of 15 days.

Feel free to mail us at [email protected] and lets us know your thoughts about this amazing app and how it has made a difference to in handling Leads/Cases within Dynamics 365 CRM.

Until then – Stay Safe, Stay Healthy!