Choose a Lead Distribution method that's right for your team
Posted: Wed Jan 22, 2025 5:11 am
Knowing your team is vitally important in this step , as this information is what will allow you to decide which method of prospect distribution is best suited to it.
Listen to what your team has to say, find out their sales methods, whether they specialize in anything, the timeframes they use, and what their strengths are when closing.
For example, if you manage a large sales group that has honduras whatsapp number database different specialties , it would be best to separate them into groups and distribute the leads accordingly.
If, on the other hand , we are talking about a rather small group, belonging to a Startup or a business that has been growing, the method to follow should be the Shift Assignment, since it is the simplest option to automate the process.
Furthermore, this method will always allow the possibility of optimizing and enriching it as the company continues to grow.
The most important thing is to discuss options with your team from the start. Take into account all their ideas and feedback on how they would like their leads to be assigned during Lead Distribution.
This will help you create a relationship of transparency regarding the Distribution method from day one, which is very important when implementing it.
Listen to what your team has to say, find out their sales methods, whether they specialize in anything, the timeframes they use, and what their strengths are when closing.
For example, if you manage a large sales group that has honduras whatsapp number database different specialties , it would be best to separate them into groups and distribute the leads accordingly.
If, on the other hand , we are talking about a rather small group, belonging to a Startup or a business that has been growing, the method to follow should be the Shift Assignment, since it is the simplest option to automate the process.
Furthermore, this method will always allow the possibility of optimizing and enriching it as the company continues to grow.
The most important thing is to discuss options with your team from the start. Take into account all their ideas and feedback on how they would like their leads to be assigned during Lead Distribution.
This will help you create a relationship of transparency regarding the Distribution method from day one, which is very important when implementing it.