Reassign Leads Automatically

Taylor Reed · 01 April 2020 · 1 min read

Automatically reassign queued and neglected leads

Assigning a lead to a sales rep is fairly straight-forward. Salesforce can do it using native assignment rules. Pardot can also do the first assignment. But what about reassignment? What if, for whatever reason, the original assignee is unable or unwilling to process a lead which is assigned to them? That’s when intelligent assignment rules come in.

Speed-to-lead is critical

In a busy sales team, bottlenecks can develop very quickly.  Where inbound lead volume is high,  leads can get stuck in a queue, waiting for their allocated sales rep to finish processing the previous lead (or the one before that). But slow lead response times can kill any sales team.  Leads go cold quickly and, if they are not responded to in a timely manner, the potential for conversion will reduce dramatically. The answer is to deploy intelligent assignment rules that can reassign leads instantly , as and when appropriate.

Automatically reassign queued leads

In a high performance sales team, dynamic assignment rules are used to constantly check on queue times and agent workload. An intelligent assignment app, like Q-assign, can be configured to automatically reassign any lead which has been waiting for X minutes , or even X seconds.  So, when a rep becomes overloaded, any leads stacked up in his or her queue can be automatically re-assigned to an available sales rep.

Reassign to first available rep

Where all of the reps are busy, you can deploy an assignment rule which reassigns queued leads to the first rep to become available. Where there are multiple leads queued up, they can be ranked and prioritized based on any number of attributes and reassigned out as and when reps become available.

Reassign to best available rep

Where a lead is assigned to a sales rep that is busy, and there are multiple other reps available, Q-assign can match the lead to the very best available rep, base on the attributes of that rep. e.g. by skill-set, experience, capacity, location or language.

Maximize throughput, productivity and performance

By minimizing queue times, and therefore response times, lead throughput can be maintained, productivity optimized and overall team performance maximized.