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O-Success Sales Management

Advanced auto lead and opportunity assignment during sales process

Overview

  • Multiple teams round robin lead assignment strategies for sales teams with configurable business logic.

  • Auto revoke/reassign lead and opportunity if it's no-action

  • KPI management with real time revenue, comparing to quota per product and sales

O-Success Sales Management provides an easy way to create efficient lead assignment strategies for sales teams real time based on a configurable business logic. *AUTO ASSIGNMENT* Automate lead and opportunity assignment to make sure your leads land up with the right reps. Assign leads based on many different rules and based on your criteria. For example: - Assignment lead to sales teams base on location of team member, type of product specified.... - Assign lead based on territory, industry type, lead source, lead score. - Assign to users based on work hours, timezones, availability *AUTO RE-ASSIGNMENT* For example: - Re-assign lead to another member if lead don't have any ativity on 1 day. - Re-assign lead to another member if lead don't have converted to Opportunity on 30 days. *KPI MANAGEMENT* O-Assigner provides an easy way to manage KPI and get actual data on reports. For example: - Set targets revenue for each member of sales teams and get actual data base on different rules and show it on reports. - Set targets for the number of lead is converted to opportunity Contact us if you want a better version specific for your business.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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    Since 2015, OMN1 Solution was found to be Success Digital Customer Experience Transformation Partner and become Salesforce partner since very first day.