Objective
The primary aim of this use case is to maximize ROI by ensuring that high-value leads are promptly assigned and managed by the most appropriate sales representatives within Salesforce.
Pre-conditions
- Salesforce CRM is fully implemented and customized according to organizational needs.
- Q-assign app is installed and configured.
- Sales team members are trained on using Q-assign within Salesforce.
Actors
- Sales Team
- Sales Managers
- System Administrators
Workflow
- Lead Generation: Leads are generated through various channels and entered into Salesforce.
- Lead Scoring: An AI-powered algorithm scores the leads based on predefined criteria such as purchase intent, engagement level, and budget.
- Dynamic Assignment: Utilizing Q-assign, high-value leads are automatically and dynamically assigned to the most appropriate sales representatives based on their skills, availability, and geographic location.
- Notification: Sales representatives receive real-time notifications about the newly assigned high-value leads.
- Follow-Up: Sales representatives engage with the leads using the enriched data provided by Q-assign.
- Performance Tracking: Sales managers monitor the lead conversion rate and team performance through Salesforce dashboards.
Post-conditions
- High-value leads are efficiently managed and pursued, leading to increased conversion rates.
- Sales team productivity is optimized through automated and intelligent lead assignment.
- Comprehensive reports are generated for performance analysis and future strategy planning.
Exceptions
- Leads with incomplete or erroneous data are flagged for review.
- Leads that remain unattended are re-routed to available sales representatives.
Metrics for Success
- Increase in conversion rates for high-value leads.
- Reduction in lead response time.
- Enhanced team productivity and resource utilization.
