Qualify and convert leads to opportunities smartly with Microsoft Dynamics 365 CRM Lead Assignment and Distribution Automation!

Dynamics 365 CRM Lead Assignment and Distribution Automation

Leads are the focal point of Sales. Without Leads, there are no Sales. But even in this age of automation, you will still find that a majority of sales and marketing professionals don’t use any kind of automation software specific to lead conversion. This may be one of the reasons that only a fraction of Leads get converted.

So, it’s high time that you make use of various automation apps available at your disposal to improve sales conversion rates.

But the dilemma is to find the app that will best suit your needs.

And to help you in this regard, let’s reacquaint you with our popular lead automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation.

So what does this Microsoft Preferred App do?

Let’s go through a scenario where Eve is a Sales Manager at a reputed organization. Recently, the rate of incoming Leads from various campaigns undertaken by the marketing team has risen significantly. Due to this, Eve spends a better part of the day assigning Leads to her team members. This has created a backlog of other work that comes under her purview. In such a situation, what Eve needs is an automation app that takes over the lead assignment process from her end. And this is where Lead Assignment and Distribution Automation comes into the picture. With this lead assignment app, Eve can configure assignment rules based on which the incoming leads will be assigned to the respective team members.

Here, Eve also has the option to equally distribute leads among the team members or based on the individual capability of each team member. To distribute leads equally among the team members, Eve just has to configure assignment rules based on the Round Robin algorithm.

Dynamics 365 CRM Lead Assignment and Distribution Automation

And to distribute leads based on the experience and capability of team members, Eve can configure assignment rules based on the Capacity algorithm.

Dynamics 365 CRM Lead Assignment and Distribution Automation

Moreover, Eve can review the status of assigned and unassigned leads from the Lead Assignment Dashboard. This would further help Eve to plan and execute various sales strategies to increase the sales conversion rate.

Dynamics 365 CRM Lead Assignment and Distribution Automation

This was just a most basic preview of what you can achieve with the use of Lead Assignment and Distribution App. There are many more intricate features in this wonderful app that will further enhance your lead assignment process within Dynamics 365 CRM.

To know more about these wonderful features, just download the 15-day free trial from our website or Microsoft AppSource.

Also, check out these amazing videos and webinar recording to get better insight into the various intricate functionalities of this useful lead assignment app.

For any further information to convert leads efficiently within Microsoft Dynamics 365 CRM using our Lead Assignment and Distribution Automation app, feel free to contact us at [email protected]

Ciao!

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