Distribution Engine – Efficient lead allocation tool

What is a Distribution Engine?

A native Salesforce application Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner.

Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner.

Key Features of Distribution Engine

1.Automatic Lead Assignment:

Automatically assigns leads to team members based on criteria like geography, product interest, lead score, or availability.
Can be set up to ensure even distribution or to prioritize certain team members based on expertise or workload.

2. Customizable Assignment Rules:

Allows for complex rule creation to determine how leads, cases, or opportunities are distributed.
Rules can be based on various factors such as round-robin distribution, load balancing, or other customized criteria.

3.Round-Robin Distribution:

Distributes leads or cases in a round-robin fashion, ensuring an equitable distribution of workload among the team.
Supports weighted round-robin for cases where certain team members should receive more or fewer leads based on seniority or specialization.

4.Availability-Based Assignment:

Assigns leads or cases based on team members’ current availability, ensuring tasks are given to those who are ready to handle them.
Integrates with calendars and schedules to determine availability in real-time.

5.Performance and Load Balancing:

Monitors performance metrics and adjusts distribution to maintain balanced workloads.
Can reroute leads or cases if a team member is overwhelmed or under performing.

Advantages of using the Distribution Engine:

Distribution Engine’s algorithm “Round Robin” allows lead distribution within teams. Sales managers can set up different algorithms to fit their sales teams and their targets.
Sales managers can set up distributors that assign leads based on different criteria (seniority and experience for instance) thanks to the team weighting option. Distribution Engine also allows capping to limit how many leads are assigned per salesperson.
To prevent lead assignment to unavailable salespersons, Distribution Engine offers managers different features to distribute leads efficiently, such as distribution hours, regional holidays, out of office users, or online toggle to control the availability of a sales rep.
Distribution Engine provides analytics to help sales managers monitor their long-time performances & improve their lead assignment.
Managers can create collections of tags & assign them to their sales reps to improve their distribution rules.
If assigned leads are not taken care of, managers are alerted & can ask Distribution Engine to reassign them automatically.


How We Can Help:

1.Assessment and Setup: We can analyze your current lead, case, or opportunity management processes to identify gaps and inefficiencies.
2.Integration and Configuration: We ensure that the Distribution Engine integrates smoothly with your existing CRM, marketing automation, or other business tools.
3.Training and Support: We provide comprehensive training sessions for your team to ensure they understand how to use the Distribution Engine effectively.
4.Optimization and Monitoring: We continuously monitor the performance of your Distribution Engine to ensure it meets your evolving business needs.

Results:

1.Increased Efficiency: Automated assignment reduces the time spent manually distributing leads or cases.
2.Fair Workload Distribution: Ensures that work is evenly distributed among team members based on their capacity, expertise, and availability.
3.Enhanced Customer Satisfaction: Faster assignment of cases and leads means quicker follow-ups and resolutions, leading to improved customer satisfaction.
4.Improved Sales and Service Metrics: Improves service metrics like response times and case resolution times due to optimized case assignments.
5.Data-Driven Insights: Provides managers with detailed analytics on lead and case distribution, team performance, and workload management.

 

For assistance with Salesforce and Distribution Engine integration, please contact us directly by completing the form below.