Examples of Custom Lead Assignment Rules Using Lead Types

Different Types of Monetizelead Lead Assignment

Monetizelead can be configured to offer various types of lead and case assignment via text message (SMS) straight out of the box and companies can fine tune the setup with an impressive degree of control using Lead Types. However, what might be the optimum process for one company may be entirely the wrong approach for another, so each setup will have its own merits. Check out ways you can use Lead Types assignment rule examples below and see if any standout for your organization:

Assignment Rules Based On Zipcodes – a popular method of lead & case distribution across the United States & Europe. In this case individual lead types can be created based on Geographical areas, for example in the US you may have 3 different lead types for the west coast, central region & the east coast. Lead Types assignment rules can then be created so that incoming leads are placed into the correct que based on captured address information. Monetizelead users can either be notified each time a new lead enters their territory que or simply check the contents of the que and claim ownership of any opportunities that fit their criteria.

Tiered Lead Assignment – leads and cases can also be assigned to different team members & lead buyers based on different service packages or a perceived impression of the overall size or value of the opportunity. For example, a lead may come into Monetizelead courtesy of a web form in which the prospect outlines whether they would be interested in a ‘Gold’, ‘Silver’ or ‘Bronze’ service package. The Lead Types assignment rules can pick out any consistent data points like this and use the information to assign the opportunity to the most appropriate list of representatives. Company size could be another data point that is used for this line of thinking and this can help ensure the most lucrative opportunities are taken care of by the most experienced sales reps and lead buyers.

Assignment Based On Product Interest – for companies with a large selection of complex services this type of Monetizelead’s  assignment rules called Lead Types are incredibly useful. It involves pre-defining which team members & lead buyers are specialists in specific product areas, then when leads come into the business Monetizelead can pick out specific product information relating to what service the prospect is enquiring about. When the assignment process takes place, leads are then only distributed to agents who are pre-selected as being experts in that field. This can be extremely useful for companies like Insurance Brokers who offer customer service across motor, home & travel products yet employees may not be trained across all 3 verticals. If you have direct lead buyers or 1099 agents who buy leads from you it works great too.

Assignment Based On Lead Status – another textbook example of Monetizelead’s lead assignment and how leads can be distributed to the sales representatives or team members & lead buyers best placed to act. This type of Monetizelead’s lead assignment involves someone grading the status of a lead or case based on what level of contact has happened to date. Examples include leads being marked as ‘Hot’, ‘Warm’ or ‘Cold’ or even leads being marked ‘new’, ‘nurture’ or ‘not interested’. A lot of leads and cases have multiple touch points within an organization so distributing leads based on where they are in their process journey enables leads and cases to be picked-up by agents within the correct business department or lead buyer waiting to purchase a lead. In a typical sales-based environment a new business lead marked as ‘cold’ may have Lead Types assignment rules setup to divert the lead to a team of telesales executives whereas a ‘warm’ lead may go to one of the sales managers. You can manually submit leads through our API after qualifying them first making them ‘warm’ before being sold or assigned.

Round Robin Based Assignment Rules – again these are regularly used by organizations in various industries and are relatively easy to setup using the custom field options in Monetizelead. The premise with round robin based assignment is that leads or cases are evenly distributed across all team members & lead buyers. Therefore, when a new lead comes into play it is automatically assigned to the team member or lead buyer who has waited the longest since their last lead; meaning all leads are spread out evenly as they come into Monetizelead. This is great for creating a sense of fairness across the team & lead buyer but doesn’t take into consideration any of the more sophisticated options that may be important for your organization.

Further Examples of Monetizelead Lead Types Assignment Rules

We believe the above examples of Monetizelead’s lead types assignment rules are some of the most popular methods used by organizations today. However, it doesn’t stop there! There are several other approaches you can adopt to make your assignment process more intelligent. All the above methods can be configured directly using the standard lead types assignment rule functionality. For example, our Monetizelead application can do all of the above – as well as distributing leads based on workloads, office hours and point scoring criteria. All of which mean your leads and cases have a better chance of being dealt with more effectively.

If you would like to move beyond the standard lead types assignment rule options in your current version of Monetizelead, why not see if Monetizelead can breathe some new life into your distribution processes?