Round Robin Lead Assignment
If you use Microsoft Dynamics CRM and have a sales staff of more than one person, then you have probably encountered to need to assign incoming sales leads equally among your sales staff.
The Round Robin Lead Assignment solution was created to automatically assign new sales leads to a team of sales people in a round-robin fashion.
|Utilizes the built-in features of Dynamics CRM 4.0|
|Through the use of Teams and a custom workflow, you can determine how leads are assigned to your sales teams.|
|Support for an unlimited number of sales teams|
|Round-Robin can assign leads to an unlimited number of sales teams, depending on how your sales organization is structured.|
|Virtually maintenance free.|
|Once Round-Robin has been installed and configured, the only ongoing maintenance required is for you to maintain the members of the Team (or Teams).|
How It Works
For this discussion, we’ll use the South Central Sales District Team that contains four members, as shown in the figure below:
Using the Round-Robin method of assigning new sales Leads, Jose Curry will be the first person to receive a lead. The next Lead would be assigned to Gail, then Alan, then Connie. When the fifth new sales lead arrives, Round-Robin understands that Connie is the last person in the list and will start the Lead assignment process at the beginning with Jose and proceed down the list again.
Why is this product needed?
How much time per day does someone within your organization spend assigning new leads to your sales force? 1 minute? 10 minutes? An hour? Determine that then ask yourself the following questions:
- How much is that person’s time worth?
- How could they better spend their time?
In all likelihood, the amount of time spend assigning leads is greater than the cost of this package, so what is holding you back?
For more information about keeping your salespeople selling, review this article.
$245.00US per CRM Organization. Click here to order.
Interesting in reselling this solution? Partners receive a 20% discount off the retail price of this solution.
For Additional Information
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