ENABLING INTELLIGENT LEAD DISTRIBUTION FOR 1000+ businesses WORLDWIDE
Preset every distribution logic, no matter how straightforward or complex to reduce response time
Distribute leads across regions, teams and salespeople 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 on 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 beyond that number.
Distribute leads to your teams based on the status of their self-serve applications. If the application is complete and qualified, transfer directly to the application processing team. It saves your teams’ time by eliminating redundant follow-ups. You can also automatically assign follow-ups in real-time if a lead drops on a certain page of the application form.
Lead distribution can be made uberized or hyper-localized by assigning the lead to the field rep who’s 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’s very common for a sales agent, especially a field agent to churn. In such cases, the hundreds or thousands of leads under him would become orphan leads, leading to a break in communication thread and a subsequent loss in the opportunity. LeadSquared helps you avoid this by allowing automated or bulk distribution of such leads to other agents based on different criteria.
Before the turnaround time for acting upon new leads was 36 hours. Now it is less than 14 hours. This is a decrease of 61%. Our team is also able to do better followups. They have all the data they need right there, and they also get constant reminders about their next task or meeting. As a result, followup breaches have reduced by 17%
AM of Expansions
Take a personalized demo