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Avatar Lead and Opportunity Manager (Duplicate Management, Routing and Scoring)

Streamline Leads and Accounts : Deduplicate, Score, and Assign in One App.

Overview

Avatar simplifies Lead, Account and Opportunity management within Salesforce. It helps you manage records efficiently by handling deduplication, scoring, and assignments all in one app.

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See How Avatar Lead and Opportunity Manager (Duplicate Management, Routing and Scoring) Works

  • DEDUPLICATE LEADS AND ACCOUNT Avatar lets you build lead deduplication rules that run in real time. You can consolidate information onto your winning lead, so your team always has the best data. Plus, every action is tracked and audited for transparency.

  • BUILD COMPLEX LEAD SCORING Use any data from your lead, contact, or their related objects to score your leads. Use mathematical functions to give your properties weight, and score your best leads for routing.

  • ASSIGN YOUR TEAM Build Custom Skills and Skill Levels to match your team to the most important leads. You can route by round robin or based on Skills, so the right person always gets the right lead.

Explore Avatar's capabilities through our demos and training sessions. Reach out to our team at products@accelerize360.com to get started and maximize your Avatar experience. Data Deduplication 1. Streamline Salesforce data deduplication and eliminate duplicates with batch processing. 2. Optimize lead data consolidation and real-time duplicate detection. 3. Ensure data integrity and auditing for your CRM system. Lead Scoring 1. Create custom CRM lead scoring rules to prioritize leads effectively. 2. Utilize high-scoring leads to enhance your Salesforce lead management. 3. Implement mathematical assessments for numeric CRM data fields, ensuring real-time scoring adjustments. 4. Build sophisticated scoring models for CRM leads with data from various sources. Lead Routing and Assignments 1. Simplify Salesforce lead assignments for User Groups and Queues. 2. Customize lead distribution based on specific CRM lead properties using an intuitive "assignment filter." 3. Efficiently manage lead assignment priorities by configuring multiple CRM groups and queues. ℹ️ ADDITIONAL DETAILS - Native Salesforce CRM lead management software - CRM data stays securely in Salesforce for compliance

Categories

Business Needs
Productivity
Sales Methodologies
Data Cleansing
Industries
Consumer Goods
Financial Services
Manufacturing
Personas
Administrator
Sales Representative / Manager
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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