Lead Assignment and Alerts Management - Automate your Dynamics 365 CRM complex business processes!
Sales Process Automation
As your business scales, you need to up your sales game. And that includes the way you are assigning and managing leads. Because response time is an important factor in the sales conversion process, you need to reduce the time it takes for you to assign your leads. And you have to do it not just fast, but also in the best possible way too.
How can you achieve this?
With Inogic’s Lead Assignment and Distribution Automation, you can not only automate your lead assignment process but also assign it the way you want. In this webinar, we will show you why you need this Microsoft AppSource preferred app and how it can upscale your sales process.
Some of the features we will demonstrate during the webinar:
1. Distributing leads/work items in Round Robin fashion
2. Assign leads/work Items based on individual user’s capacity
3. Monitor and Analyze assigned work items/leads
Customized Alerts/Notifications
Information passing, whether it be from human to human or machine to human, is a critical part of any organization. Be it a salesperson notified of being assigned a new lead, or an alert for a process completed, a smooth and organized flow of alerts and notifications is a must.
And to help Dynamics 365 CRM users with this, Inogic has a popular Microsoft AppSource preferred alert management app that helps in creating, scheduling and managing all types of alerts and notifications. Whether it be creating custom alerts for custom entities or OOB entities, you say it and Alerts4Dynamics will do it.
In this webinar, we will demonstrate to you how easy it is to up your business process with this Alerts system.
Some of the features we will be demonstrating are:
1. Multiple types of Alerts like Event-based alerts, rule-based alerts, announcements, etc.
2. Different modes of alerts like pop-ups, email notifications, form notifications, etc.
3. Alert levels to show importance viz critical, warning and information.
Timestamp
0:00 About Inogic ISV Gold Partner
5:45 Sales Process Automation within Dynamics 365 CRM
6:46 Challenges faced by the organization in Leads or Records assignment in Dynamics 365 CRM
8:07 Key Features of Lead Assignment and Distribution Automation
Assignment Rule used in Lead Assignment and Distribution Automation
12:08 Assignment of Leads/work items using Round Robin Algorithm
12:55 Assignment of Leads/work items by available capacity of the user
15:25 How to assign Leads/work items automatically using Lead Assignment and Distribution Automation in Dynamics 365 CRM
19:49 Supports OOB as well as Custom Entities
32:33 Monitor and Analyze the scale of Leads/Work Items assigned through Dashboards
35:22 Download Lead Assignment and Distribution Automation now!
39:17 Introduction to Dynamics 365 CRM alerts and notifications app
40:12 Key Features of Alerts4Dynamics
43:20 How Alerts4Dynamics helps an organization to add value to their daily business practices
45:18 Create Event-based alerts for Dynamics 365 CRM
49:56 Create Rule-based Dynamics 365 CRM alerts
54:05 Dynamics CRM Pop-up alerts, form notifications, and email alerts
58:40 Create Record-based Alerts for Dynamics 365 CRM
1:00:55 Create Announcement based alert for Dynamics 365 CRM
1:04:45 Download Alerts4Dynamics now!
Alerts4Dynamics-
Product Page: https://www.inogic.com/product/produc...
Microsoft AppSource Page: https://appsource.microsoft.com/en-gb...
Help manual: https://docs.inogic.com/alerts4dynamics
Lead Assignment and Distribution Automation-
Product Page: https://www.inogic.com/product/produc...
Microsoft AppSource Page: https://appsource.microsoft.com/en-gb...
Help manual: https://docs.inogic.com/lead-assignme...
Like, share, and subscribe for more updates on productivity apps for your Dynamics 365 CRM / Dataverse (Power Apps). Do not forget to follow us on social media platforms!
LinkedIn: http://bit.ly/2hLeXnZ
Twitter: http://bit.ly/2hzCni5
Facebook: http://on.fb.me/1yq1hEW
Instagram: / inogicindia
Visit our Website for more such innovative products and services from Inogic.
Website: https://www.inogic.com/
Microsoft AppSource: http://bit.ly/33FnHE1
Show your support by Subscribing to our YouTube Channel!
#CRMalerts #CRMnotifications #schedulealerts #leadsallocation #CRMleads #assignleads