SugarCRM Leads Distribution and Routing

Assigning leads to the right agent is a very important aspect of a successful business, lead management is the factor that determines if that lead will become a client or if it is lost. The Lead Distribution and Routing Module created by Danmar Computers enables companies to build a custom lead routing program that can assign leads according to a number of criteria.

The Lead Distribution and Routing Module it is a collection of modules, each of which has a very specific features and functions. A newly logged lead it is “pushed” to a sales person and if a set of criteria are met it can be “pulled” by a sales person, out of the pool of available leads.

Using our Lead Distribution and Routing Module we make it easy for you to identify the lead distribution method that would best suits your company in order to make it more productive. With our module you can “Push” or “Pull” the available leads and here are a few of the programs that your business can use:

1. Round Robin – Push – This type of lead assignment is one of the most common way of distributing your available leads to your clients. By using Round Robin leads are routed to the sales agents one at a time according to a number of rules.

2. Cherry Pick – Pull – The available leads are all in a pull from which sales agents can cherry pick the leads that they want.

3. Blind Pull – The available leads are all in a pull from which sales agents just pick the next available lead, none of the lead information being shown to them

4. Shark Tank Pull – The leads that have not been worked on in the allocated time are taken back from the sales agents and put back into a pool from which the other agents can come and grab the leads.

By combining all the modules of the module, a hybrid harmonious system of lead distribution and routing is created. Leads can be “pushed”, under certain conditions, and at the same time let sales agent “pull” other leads. Some of the most common rules applied on lead distribution are the maximum number of leads that a sales agent can receive per day, requiring that the sales agent is logged on when the lead is being assigned, the redistribution of leads that agents have not worked on in a predetermined period of time, limiting the assignment of leads according to criteria such as geographical location or qualification, etc.