O-Success Sales Management

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.