Lead Distribution Software. Intelligent, Instant.
Lead Distribution Software. Intelligent, Instant.
Distribute leads by countless lead and agent attributes – lead quality, location, languages, agent performance & more
Enabling intelligent lead distribution for 2000+ businesses worldwide
Reach your prospects faster than your competition
Preset every distribution logic, no matter how straightforward or complex to reduce response time
Reduce response time, and improve prospect experience
Distribute leads across regions, teams and salespeople automatically
Automatically distribute leads by lead location, the products they are interested in, the sources they are coming from, and much more. Assign leads to the best-fit agents, based on agent-criteria, like seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to set your distribution criteria.
CRM lead distribution
based on lead’s application status
Distribute leads to your teams based on the status of their self-serve applications. If the application is complete and qualified, transfer directly to the application processing team. It saves your teams’ time by eliminating redundant follow-ups. You can also automatically assign follow-ups in real-time if a lead drops on a certain page of the application form.
Distribute leads based on any lead or agent attributes
Automatically distribute leads by lead location, the products they are interested in, the sources they are coming from, and much more. Assign leads to the best-fit agents, based on agent-criteria, like seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to set your distribution criteria.
Round robin lead distribution based on agent shifts
Distribute leads in a round-robin fashion if the lead quality is constant. Round-robin lead distribution can be combined with all your other more complex lead routing rules, like lead and agent-quality based distribution. You can also limit lead distribution to agents on their off-days, or after their shift hours.
Uberize lead assignment based on field agent locations
Lead distribution can be made uberized or hyper-localized by assigning the lead to the field rep who’s closest to the lead in case a face-to-face meeting is needed. This massively brings down the response time and enhances the overall customer experience.
Auto-distribute a churned agent’s leads to reduce loss of revenue
It’s very common for a sales agent, especially a field agent to churn. In such cases, hundreds, or thousands of leads under him would become orphan leads, leading to a break in communication thread and a subsequent loss in the opportunity. WPSCRM helps you avoid this by allowing automated or bulk distribution of such leads to other agents based on different criteria. In case, the sales rep is on leave, you can even route calls to the available team member.
