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Lead Distribution (also known as
Lead Routing or Lead Assignment) is a critical step in
the lead management process. The qualified leads should
be passed on to the sales channel (call center agents,
internal sales reps, field sales reps, and dealer or
franchisees) at the earliest possible opportunity for
follow-up.
LeadPro supports manual
distribution process as well as automatic lead routing
processes. Extensive Lead Routing Rule definition features
are provided by LeadPro Lead Distribution Engine.
Some of the automatic routing parameters
are:
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Geography – Country, State, County, Zip Code,
Partial Zip Code, etc.
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Product or Business Area
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Lead Source / Group
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Lead Journal Type
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Any other combination of Lead Properties
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Round Robin
The leads can be assigned to the
following sales entities. These sales entities can be
defined by any of the geography factors mentioned above.
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Sales Region (or Sales Representative or Call Center
Agent)
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Internal Sales Rep
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Field Sales Area
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Franchise / Dealer Territory
These
entities can be mapped to any other sales organization
structure depending on the business requirements.
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