Increase lead conversions by routing to the correct sales rep

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Admins, makers, marketers, or analysts, automatically - - Oct 25, 2023

Business value

To win more deals, marketing and sales teams must work together to identify the best leads and convert those leads into business opportunities. Marketers need to define qualification criteria and post-qualification actions to grow the pipeline with the best candidates. Sellers need to follow up on leads when they're hot.

Using Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales together, you can now easily route qualified leads identified by the marketing team to a seller without customized solutions or manual intervention. This boosts marketing and sales teams' productivity while maintaining focus on the right customers.

Feature details

  • Define lead qualification criteria based on scoring models.
  • Define qualification actions to update the relevant fields of the lead record when a lead meets the defined criteria.
  • Based on the qualification action, create automated assignment rules (available in Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise) based on your business needs, such as the sales rep's capacity or matching attributes between the rep and lead.

Image of the Edit Assignment rule box

See also

Qualify the best leads (docs)