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

By Accelerize 360Data Cleansing

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Pricing: Free; Paid plans from $500 per company per year
Listed since: 2022

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

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

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

Highlights

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.

Screenshots

Simplify Lead Management: No Code, One Native App

Pricing

Free, paid plans from $500 per company per year.

Avatar Lead and Opportunity Manager (Duplicate Management, Routing and Scoring) plans
Plan	Price	Billed	Free trial
Org Pricing	$500 per company	Yearly	10 days

Compatibility

Works with: Sales Cloud
Service Cloud
Financial Services Cloud
Requires: Sales Cloud
Salesforce editions: Essentials
Professional
Enterprise
Unlimited
Performance
Developer
Salesforce Platform
Lightning Experience: Supported
Salesforce mobile app: Not supported
Salesforce security review: Passed on August 30, 2021
Industries: Consumer Goods
Financial Services
Manufacturing
Languages: English