With your team from the beginning. It takes into account all your ideas and your Feedback on how you would like your leads to be assigned during Lead Distribution. This will help you create a relationship of transparency about the Distribution method from the first day, to the very important moment of its implementation. Keep your tools connected and complete The ultimate goal is for your new Prospects to end up in your CRM and the most interesting thing is the path they take to get there.
Keep in mind, that as well as all the Sales Teams; the sets of tools for the acquisition and distribution of prospects are different. And just as we have at our disposal many mobile number list software dedicated exclusively to the distribution of leads. We also have options for assigning and distributing our new leads, with tools that may already be in your work package. A basic Lead Distribution toolset should include: A prospect acquisition tool: Such as ConvertFlow, Unbounce or Drift.
A tool for Sales Planning : Like Calendly or SavvyCal. A CRM of your preference. An automation tool: Like Zapier This set, although basic, allows you to have many options. Like for example: you can set up an automatic lead assignment process to your CRM from Zapier. You could also choose to have a Scheduling tool, like Calendly or SavvyCal, assign leads to your Reps, in turn. If we are talking about a more specific criteria for Lead Distribution, to this set we could add some more tools, such as: A B2B data provider: Such as Clearbit, Zoominfo or ReachHup A routing system for Prospects: Which could.