Routing and Lead Management
When the time comes for a lead to be assigned, the Lane Four Round Robin interface can help simplify this process. Status, Owner and Regional settings can be defined along with a credit system to weigh users within a round robin team.
Round Robins can be configured in one of four types.
- Owner based which allow you to connect an account owner with one or more SDR’s
- Regional round robins allow segmentation across territories
- Outbound allow the use of matched account data to round robin unowned accounts
- A default round robin when no other matches apply.
Lane Four has a credits system which allows you to weight the number of leads a sales rep should receive. For example if SDR #1 has 2 credits and the SDR #2 has 1 credit, SDR #1 will receive twice as many leads.
Lead assignment details offer conversion rates and number of leads assigned at a glance.
