Here are the six steps you should follow, according to the experts:

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“I often tell founders building sales teams that you’re probably better off doing it manually to start,” says Nick Persico, Director of Sales at Close. “But once you’ve hit a scale where manually assigning leads becomes an outsized part of your day, let’s say 15-20 percent of your time, then it’s time to automate.”

Here are three lead distribution methods for automated routing:

Round-robin lead assignment: The simple automation for lead routing, this method simply assigns a new lead to the next person in line. Depending on what software you’re using, you can normally make adjustments for when reps are on vacation or not available for new leads
Group-based lead distribution: This method is popular with large sales teams divided into specialized groups. When you group your reps by the type of leads they handle, you can use automated qualifications to assign quality leads to the right group. Then, the sales group can either pull leads from a pool or you can use a round-robin system to assign the leads to individual reps within the group
Specific lead assignment rules: If each rep on your team has a specific skill set or territory that is assigned to them, you can route incoming leads according to their location, size, or other characteristics that apply (e.g., company size, geographic location, or where they are in the sales funnel)
Ready to set up your own lead distribution process?

6 Steps to Set up Your First Automated Lead Distribution Process
If you’re managing more than two sales reps or find that manual lead distribution takes more than 20 percent of your time weekly, it’s time to automate.

Of course, creating an automated, simple, and bulgaria telegram data effective lead distribution process can be harder than you think.


1. Automate from the Moment a New Inbound Lead is Captured
An automated lead distribution process starts with automating how qualified leads enter your team’s radar.

Setting up this early-stage automation will make it easier to pass these leads on to the right team members later.

So, think about how new inbound leads are coming to your team. These lead sources might include: