Generate and test new rules for Lead Distribution

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Whether you're implementing a round-robin Lead Assignment routing method or exploring more complex Lead Distribution methodologies for your team, it's helpful to test your assignment rules to ensure everything is working properly at all times.

Always run these tests together with your sales team. Be open to their feedback and don't be afraid to ask for suggestions on specific situations regarding the way assignments are being performed.

Continue testing the entire process until you feel it is honduras whatsapp number database running smoothly and without complications. Keep testing until you feel you can trust this new automation system.

Listen to your team. The best way to know if your Lead Distribution is being effective is to allow feedback from your team. Be open to suggestions.

Track and measure your results
Keep in mind that the Lead Distribution automation process does not end when Leads start arriving to your Sales Representatives.

Like many other areas within the Buyer's Journey , it is vitally important that we maintain active tracking and constantly measure results , as it is the only way we can know that the process is working.

This is where metrics come in. We cannot say that there is only one metric that allows us to know if our Lead Distribution System is working correctly.

However, systematic monitoring of our early lead generation metrics can give us a fairly clear picture and show us some warning signs that we should pay attention to.

These metrics would be:

Response Time
First call reach rate
Call duration
Conversion rate to the next stage of the funnel
Sales closing percentage
It is important to perform these mediations, not only for the entire team, but also for individuals. This way, if someone's metrics are not correct, we can find out what is wrong with our Prospect Distribution system.

It is also a good idea to determine a specific KPI to measure these early interactions.

It is always important to evaluate the data coming in, against the results we receive . How many opportunities were achieved.

Another thing to consider is the availability of that representative in that specific time period, compared to the rest of the team.

Also assign specific metrics, such as the proportion of leads assigned to sales close.

It is also worth looking at the percentage of scheduled meetings, of the prospects that were assigned to each Representative and with them, evaluate how many opportunities were created from those meetings.

For example, if a sales rep is unable to meet with all of his or her assigned leads, we clearly need to evaluate his or her performance, as well as the quality of the prospects assigned to him or her.

When we are consistent and, above all, transparent with the way we monitor the performance of each individual on our sales team, we have a better chance of seeing when the distribution process needs adjustments.