Lead Assignment

Posted by / 11-Oct-2020 08:50

Lead Assignment

Examples include leads being marked as ‘Hot’, ‘Warm’ or ‘Cold’ or even leads being marked ‘new’, ‘nurture’ or ‘not interested’.

A lot of leads and cases have multiple touchpoints within an organisation so distributing leads based on where they are in their process journey enables leads and cases to be picked-up by agents within the correct business department.

Note: This feature only works for the ‘Distribute Lead’ card of Automation.

You can set limits on the number of leads that can be assigned to a user per day/week.

In Velocify’s recent webinar with TOPO and the American Marketing Association (AMA), I had the opportunity to speak with TOPO Founder, Craig Rosenberg.

Round Robin Based Assignment Rules – again these are regularly used by organisations in various industries and are relatively easy to setup using the custom field options in Salesforce.Tiered Lead Assignment – leads and cases can also be assigned to different team members based on different service packages or a perceived impression of the overall size or value of the opportunity.For example, a lead may come into Salesforce courtesy of a web form in which the prospect outlines whether they would be interested in a ‘Gold’, ‘Silver’ or ‘Bronze’ service package.Read More According to a 2012 Bridge Group study, from 2009-2011 the number of inside sales jobs grew 124% in the U. This evolution means an increasingly mature buying market that is driving new CRM-related needs for sales and marketing teams. Read More What’s the best way to get a lead from a lead provider to a sales agent? If you’re new to the automated lead distribution feature, see Automation Actions – Sales Execution and go through the ‘Distribute Leads’ section.

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All of which mean your leads and cases have a better chance of being dealt with more effectively.

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