So, what makes this Lead assignment app beneficial for Dynamics 365 CRM users?
Welcome to automated Lead assignment
You can assign Leads (or other entity records) to your team members using Round Robin or Capacity Algorithm, with this Lead assignment automation app. The incoming Leads recorded in CRM is evenly distributed among your team members with the Round Robin algorithm. Let’s say there are three members in your team and there are six incoming Leads. In such a situation, each member of your team will be allotted two Leads. No more, no less.
In the case of Capacity Algorithm, the individual capacity of each team member will be taken into consideration. Here, you will be given the provision to determine the capacity of each team member depending upon their work experience. And based on this personal capacity, Leads will be allocated to your team members. This proves helpful when you want to assign the most experienced team member more Leads as compared to the least experienced team member.
Sequential assignment of Leads
You can also set a sequence or order to distribute the Leads to your team member with this feature of Lead Assignment and Distribution Automation. This will work for both Round Robin and Capacity algorithm and the Leads will be assigned from lowest to highest sequence. So based on performance, experience or any other factors you can decide to set a sequence and determine who will be the first to get the share of incoming Leads.
Partners in Work
The process of transferring Leads from one team member to another can be automated with Lead Assignment and Distribution Automation app by using workflows (Classic & Power Automate Flows) in Dynamics 365 CRM. There may be cases where it may seem prudent to first assign Leads to one team member for initial footwork and then assign it to another team member for sales conversion. This delegation of responsibility helps to build good teamwork and partnership between team members and enhance overall productivity.
Now with the automation of all these manual processes, you can rightly say that Lead Assignment and Distribution Automation is really the must have app for managing and assigning Leads in your CRM.
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Until then – Stay Healthy, Stay Organized!