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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
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
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package