Allocate incoming leads according to agents' workload and lead attributes fairly, automatically, and efficiently.
Automatically distribute leads by lead location, the products they are interested in, the sources they are coming from, and much more. Assign leads to the best-fit agents, based on agent criteria, like seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to set your distribution criteria.
While it is important to maximize follow-ups, never let it overshadow the quality of sales follow-ups. Set capping logic to ensure that your agents aren’t assigned more leads than they can handle without compromising on call quality. For example – if your agents can handle 10 prospects daily, refrain from assigning leads beyond that number.
Lead distribution can be made hyper-localized by assigning the lead to the field rep who is closest to the lead in case a face-to-face meeting is needed. This massively brings down the response time and enhances the overall customer experience.
Distribute leads in a round-robin fashion if the lead quality is constant. Round-robin lead distribution can be combined with all your other more complex lead routing rules, like lead and agent-quality-based distribution. You can also limit lead distribution to agents on their off days, or after their shift hours.
It is very common for a sales agent, especially a field agent to churn. In such cases, hundreds, or thousands of leads under him would become orphan leads, leading to a break in communication thread and a subsequent loss of the opportunity. Our CRM helps you avoid this by allowing automated or bulk distribution of such leads to other agents based on different criteria.