Connect with us

Business

Automated lead routing (preview): Right salesperson, right time, more sales

The lead routing capability (preview) in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules and configurations defined by your organization. Automated lead routing creates process efficiencies, so the right prospect reaches the right salesperson at the right time, eliminating errors…

Published

on

The lead routing capability (preview) in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules and configurations defined by your organization. Automated lead routing creates process efficiencies, so the right prospect reaches the right salesperson at the right time, eliminating errors from manual routing, and creating a balanced workload for global sales teams.

Dynamics 365 Sales lead routing (preview) is based on an easily configurable, rule-based assignment engine that automatically distributes leads using various commonly used parameters, strung together in a simple rule framework.

Shorten sales cycles and improve conversion rates

Customers are looking for quick solutions. In this digital age, they are aware of their needs, and know how to fulfill them. If customers don’t get a quick and satisfactory response to their query, they can easily reach out to a competitor.

It is critical not only to assign the correct seller to a lead but also to ensure that leads are assigned immediately. Lead routing in Dynamics 365 Sales assigns it to the seller as soon as a lead is either created or updated. The system detects a change, and if it fulfills the rules conditions then the lead gets assigned to the seller. The assignment is also expedited with the use of target segments within the rules, which helps in improving the lead conversion rate.

The right people for the right job

Sellers have different skills and competencies, they speak different languages, they’re located in different geographies, and they have different levels of selling experience. Assignment of incoming leads should be based on these characteristics, to make sellers more effective in their engagements and improve the overall customer experience, resulting in overall higher conversion rates.

Lead routing in Dynamics 365 Sales can be configured using detailed seller attributes and business rule configurations. The lead routing rules provide the flexibility to support the simplest of matching to complex ones, based on business needs.

Lead routing rules support:

  • Direct matching of attributes between seller and lead, for example the geographic location of the lead matches where the seller is located.
  • Indirect matching of attributes between seller and lead, for example the lead’s parent account territory matches the seller’s territory.

Seller attributes used in a rule can come from two different sources:

  • General seller attributes, which come from within the master data form in Dynamics 365.
  • Specific seller attributes, which are used only for routing rules.

Here are a few common ways seller attributes can be used:

  • Territory and geography (country, state, district, pin code)
  • Specialization
  • Availability and/or capacity of seller
  • Product of interest
  • Lead score

Automation keeps focus on strategic activities

Kitchen automation tools were invented to help cooks focus on critical cooking activities and bring relief from mundane tasks. The cooks’ focus was directed toward making a delectable dish and efficiencies were gained to be able to serve more dining guests within a limited amount of time.

Similarly, lead routing features can help those responsible for lead assignments focus on strategic and mission critical activities and bring relief from time-consuming lead assignment and distribution. The Dynamics 365 Sales lead routing is flexible and easy to construct.

The distribution can happen in the following ways:

  • Round robin
  • Load balancing

Lead distribution can take into consideration seller capacity and availability.  Capacity can be set for each seller and availability is maintained by the seller in the availability calendar.

Lead routing is a critical factor of sales success. Accurate and timely distribution of leads can significantly impact the top line of the organization. Lead routing in Dynamics 365 Sales provides an automated, rule-based routing process.

Next steps

Learn more about lead routing in the Administrator guide, and try out the lead routing capability in Dynamics 365 Sales.

Source

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published.

Business

Facebook: Recognizing Global Accessibility Awareness Day

As an avid outdoor enthusiast and firefighter, Carly P. has always loved being active. After a life-changing injury paralyzed her from the waist down, she felt lost. Carly recaptured her passion for being outside and found a community of people like her through the nonprofit organization Catalyst Sports. Now, she uses Catalyst Sports’ Facebook page…

Published

on

By

As an avid outdoor enthusiast and firefighter, Carly P. has always loved being active. After a life-changing injury paralyzed her from the waist down, she felt lost. Carly recaptured her passion for being outside and found a community of people like her through the nonprofit organization Catalyst Sports. Now, she uses Catalyst Sports’ Facebook page to spread awareness and share local recreational opportunities for people with physical disabilities.

In addition to providing community to people with disabilities, we’re also working to make the digital world more accessible. 

We will demonstrate our latest accessibility features today at our annual Accessibility Summit. Join us at 10:00AM PT for this livestream on the Meta Accessibility Facebook Page. In addition to product demos and updates, we will host an interview with Molly Burke, a digital creator and blind advocate.

Through a video series on the Meta Accessibility Facebook Page, we’re highlighting how people with disabilities connect and build communities through our technologies, much like Carly. We’ve created both the captioned and audio described versions of these stories.

Today, we’re recapping advances we’ve made over the past year to make our technologies more inclusive. 

Meta Quest

  • Audio Accessibility
    • Audio balance: This option enables you to adjust the balance of the left and right audio channels for comfort, and to better match your ability to hear in each ear. 
    • Mono Audio enables you to hear the same audio from both the left and right speakers on your headset. 
    • You’ll find both features under the Accessibility tab in your headset’s Settings menu.

Product mock of audio accessibility on Meta Quest

  • Adjust Height  
    • This feature allows you to experience VR from a “standing” vantage point even while reclining or seated. This can improve the VR experience for people who use wheelchairs, have limited mobility or are unable to use the Quest headset while standing. 
    • We first introduced this as an experimental feature (called Raise View) last June and have now made it permanent after receiving positive feedback from the disability community. 
    • You can find this feature in the Accessibility tab in Quest’s Settings menu.

Portal

  • Video relay service (VRS)
    • In December, we began supporting video relay service (VRS) applications on Portal  for people who use American Sign Language (ASL), through a collaboration with ZP Better Together.
    • Through the ZP apps on Portal and human interpreters, people who use American Sign Language can now easily communicate in both English and Spanish. 
    • Portal’s unique AI-powered camera always keeps you in frame and in focus, even when you’re moving, so your face and hands can always be seen.
  • Captions
    • We’ve also added customizable closed captions for streamed content on TV and Touch, as well as added support for live captions into integrated work productivity apps Zoom and Workplace Live.

Instagram

  • Auto-generated captions for Feed videos
    • In March, we introduced auto-generated captions for Feed videos on iOS and Android in English, Spanish, Portuguese, French, Arabic, Vietnamese, Italian, German, Turkish, Russian, Thai, Tagalog, Urdu, Malay, Hindi and Japanese to start. 
    • More importantly, captions are automatically turned on by default when a creator uploads a video to their Feed. Over 140 million videos were created with auto-generated captions in the last 30 days.
    • Creators retain the ability to turn captions off when they choose and viewers can turn captions on or off using on-screen controls.

Product mock of Instagram auto-generated captions

Stickers on Facebook and Messenger

  • We added alt text descriptions to the more than 10,000 stickers available on Facebook and Messenger, making it possible for people who are blind and visually impaired to understand and use them. 

Avatars

  • Earlier this year, we introduced the ability to have your same avatar across Facebook, Instagram, Messenger and Quest. 
  • There are also new avatar options, including over-the-ear hearing aids and cochlear implants in addition to more face shapes, skin tones, expressions, and stickers. 
  • Wheelchairs are now available as stickers on Facebook, Instagram and Messenger so your avatar can better represent who you are or who you want to be.

Product mock of accessibility features of Avatars

Open Source

  • Lexical is a JavaScript framework built to improve text editing on Facebook, WhatsApp, Messenger and Workplace, with accessibility as a priority. 
  • In April, Lexical was released into open source to allow the rest of the world to benefit from these improvements. 
  • With this new framework, people can express their ideas in text via dictation, and readers can experience character-by-character navigation — a feature previously unavailable in similar editors.

Reality Labs Research

  • We’re exploring how improvements in audio quality can enable more realistic presence and perceptual superpowers in augmented and virtual reality— technological advancements that can also help us hear better in noisy environments. 
  • Our team of hearing scientists is also exploring how to reencode sound and present it through closed captioning.
  • While this is still early research, we are excited to learn more about how emerging audio technologies can improve the lives of people with hearing loss. 

Image showing audio research

Source

Continue Reading

Business

Facebook: Announcing New Products to Make Business Messaging Easier

The way people and businesses communicate is changing. One billion people message with a business each week on WhatsApp, Messenger and Instagram Direct — whether it’s DMing brands, browsing product catalogs, asking for support, or interacting with stories. This consumer behavior is accelerating and it’s changing how business gets done. Today at Conversations, our inaugural…

Published

on

By

The way people and businesses communicate is changing. One billion people message with a business each week on WhatsApp, Messenger and Instagram Direct — whether it’s DMing brands, browsing product catalogs, asking for support, or interacting with stories. This consumer behavior is accelerating and it’s changing how business gets done. Today at Conversations, our inaugural business messaging event, we discussed how messaging is transforming interactions between people and businesses, and announced new products to make conversations easier.

Introducing Cloud-based API on the WhatsApp Business Platform

Today, Mark Zuckerberg announced we’re opening up the new, cloud-based version of the WhatsApp Business Platform, hosted by Meta, to any business across the world. With this new API, we’re offering free, secure cloud hosting services so businesses and developers can easily access our service within minutes, build directly on top of WhatsApp to customize their experience and increase their response time for their customers. So now, whether a business wants to work with one of our 100+ partners or access our service directly, it will be much faster to get up and running on WhatsApp.

When growing a business, you need smart, robust and easy-to-use conversation tools. For smaller businesses using the WhatsApp Business app, we’re building tools so it’s easier to handle an influx of chats as they grow their customer base. 

Launching Recurring Notifications on Messenger

Today we’re announcing a new way for businesses to keep the conversation going with Recurring Notifications. As businesses acquire new customers and begin to scale operations, there’s incredible opportunity to build loyalty and trust — and we believe this is where the value of messaging really shines. This new capability makes it easy to re-engage people right in the messaging thread and deliver tailored messaging at the best time for customers, whether to hear about special promotions, new product drops or tips and tricks.

You can choose the topics you’d like to let people opt-in to, how often customers can hear from you and shape your content, so your messages are always on-brand and relevant. Recurring notifications will also be available for businesses on Instagram this fall.

We also highlighted our click-to-message ads to help customers immediately start conversations with businesses, our CRM platform Kustomer and Meta Business Suite for higher volumes of messages across Facebook, Messenger and Instagram. Read more about our product investments in business messaging on our Meta for Developers blog.

Source

Continue Reading

Business

Facebook: Introducing New Members of the Oversight Board

Today, Meta welcomes the newest members of the Oversight Board who have just been appointed — Paolo Carozza, Khaled Mansour, and Pamela San Martin. Per the Oversight Board Bylaws, we worked together with the board to identify and select these members over the last few months. Over the next few months we will continue to…

Published

on

By

Today, Meta welcomes the newest members of the Oversight Board who have just been appointed — Paolo Carozza, Khaled Mansour, and Pamela San Martin.

Per the Oversight Board Bylaws, we worked together with the board to identify and select these members over the last few months. Over the next few months we will continue to support and work with the board to select additional members. The new members reflect a wide range of views and experiences, and will bring a variety of perspectives to the board’s existing expertise.

The Oversight Board represents a unique model for social media governance. From its inception, we knew its impact would come not just from its decisions on individual cases, but also from broader recommendations on how we can improve our policies and processes. In the time since they began hearing cases and issuing decisions and recommendations, they’ve been playing a bigger role in setting precedent and direction for our content policies and how we enforce them.  We look forward to welcoming the new board members into this process.

We will update this Newsroom Post as additional members are appointed. We are grateful to all board members for lending their expertise to our content moderation efforts.

Source

Continue Reading

Trending

Copyright © 2021 Today's Digital.