Push or Pull Lead Distribution
With our lead delivery options we make it easy to identify the lead distribution method that will help your sales team be the most productive. Some industries are accustomed to a pushed lead because sales people are generally independent and expect a certain amount of leads per day. Pushed leads ensure that they get a certain amount per day and there is no competition for the lead.
In other industries it's the norm for sales agents to compete for leads based on their performance and speed to contact. In this environment you need pull based lead distribution. Not every sales vertical is the same and the options for delivering leads change based on a variety of factors. With the SalesExec solution we give you a wide range of delivery options so that you can find which solution is right for your sales team.
SalesExec Push Method
The system auto assigns and distributes leads to agents based on one the following distribution settings:
- Performance
- Agent Sales Performance
- Agent Contact Rate
- Criteria (City, State, Zip, Lead Type)
- Weighted Distribution
- Percentage of Leads
- Round Robin
SalesExec Pull Method
Agents pull leads from a queue only when they are ready to handle a new lead. You can create settings
so that agents can pull leads with the following rules:
- All Leads Have Been Updated
- Only if They Have Not Reached Their Daily or Hourly Cap
- State Time Zone Restrictions
- Holiday Contact Exceptions
- Criteria (State, City, Zip Code
- Agent Allowable Pulls
- Lead Source Restrictions
Benefits:
- Lead distribution rules provide a system that is flexible to meet your changing needs.
- Sales agents compete for leads, reducing time to contact and increasing sales.
