NB Equalz
Automatic Assignment Mechanization
Lead Assignment Mechanization - Optimize Your Workflow with NB Equalz
In the realm of customer engagement, where efficiency and productivity are paramount to your team’s success, welcome to Lead Assignment Mechanization – your ultimate productivity companion designed to seamlessly streamline the process of assigning records within Microsoft Dynamics 365 CRM Apps. NB Equalz stands out by automating the allocation and distribution of records, ensuring a fair and organized workload distribution among teams.
NB Equalz Assignment Mechanization is more than just a tool; it’s a solution crafted to enhance your team’s efficiency. With our app, managers can effortlessly assign and distribute incoming records across various entities within Microsoft Dynamics 365 CRM. From Default to Custom Entities, NB Equalz has you covered. This systematic allotment ensures a well-organized workflow, leading to increased customer satisfaction and a higher return on investment.
Key Features of NB Equalz:
Efficient Workload Distribution
Say goodbye to manual assignment. Equals employs a round-robin algorithm to ensure a fair distribution of records among your team members, eliminating the hassle of uneven workloads
Support for All Queue Enabled Entities
Equals caters to your diverse CRM needs. It supports all default Queue Enabled Entities, providing a comprehensive solution for your record allocation requirements
Audit Log Transparency
Stay informed with Equals’ Audit Log feature. Track both successful and failed assignment attempts, providing valuable insights into your system’s performance.
Reprocess Provision
In the dynamic business environment, errors can occur. With Equals, you have the power to reprocess failed records, ensuring that no assignment is left unaddressed.
Why NB Equalz?
Boosted Efficiency
Experience a significant improvement in your team’s efficiency as Equals automates the time-consuming task of record assignment
Enhanced Customer Satisfaction
By ensuring fair and timely distribution, Equals contributes to a higher level of customer satisfaction, strengthening your client relationships.
Increased ROI
The seamless workflow facilitated by Equals directly translates to a higher return on investment, making it a valuable addition to your business.
Ready to Experience NB Equalz?
Take the first step towards optimizing your workflow. Embrace efficiency, Embrace NB Equalz. Click below to trial from Microsoft AppSource and discover a new era of productivity.
Book a Demo
Book a demo or explore NB Equalz on Microsoft AppSource to start your free trial and see how it automates lead assignment.
