Auto-allocate your leads

Whether you work within a small or large sales team, you are likely to have some form of a system in place to allocate your leads out to your individual sales people. Depending on how much traffic you are getting to your website and how many leads you are generating, it can be time consuming having to go through and allocate each lead individually based on lead score, postcode or region.

With the auto-allocation feature within GatorLeads you can now auto-allocate your leads based on lead score, postcode and region. It’s simple; all you need to do is define the postcodes that make up that salesperson’s territory.

Like us, along with what we preach to GatorLeads users, for the best lead generation; you may only decide that a lead is ready to be contacted once they reach a certain lead score, whilst leaving the lower scored ones to marketing. The auto-allocation feature can be further augmented by specifying the lead score threshold that must be reached in order to call it a lead that needs to be contacted.

This goes hand in hand with being able to auto-assign a lead within an alert, if that company is not already assigned by sales territory, lead score or industry sector. Once sales assignment rules are set, then all inbound website traffic will be instantly assigned.

Within the “user creation” option when managing user logins, you can now control someone’s login so that they can only see their own leads/customers that have been assigned to them.

These auto-allocation features will maximise your sales team’s productivity and time to focus on new leads, sales and effective lead generation.

If you want to find out more about the auto-allocation feature or any of GatorLeads’ other features, feel free to contact us.


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