Lead Routing and Queues
After leads are scored, a determination must be made as to what to do with the new response. Is the lead to be left in the marketing database for further nurturing? Does it need to be immediately routed to a sales channel or to a telemarketing call center? What notifications need to be sent and to whom? Do we need to set a new task for the lead owner to follow up? In Market2Lead all of this is accomplished with the use of queues. Multiple queues can be defined in the system and a single lead or response can be assigned to multiple queues simultaneously.
Assignment of leads and responses to queues is the last step in the response funnel, after all of the rejection, suppression, augmentation and scoring phases are complete. The typical time for a new prospect response to run through the response funnel and be routed to a queue is less than a few minutes. Each queue has an associated rule that determines when a response ought to be added to that queue.
Here are some examples of some typical queues. Responses can be added to multiple queues simultaneously:
- Publish to CRM queue
- Add response to a daily list of registrations to emailed as a CSV to a select list at 4pm each day
- Publish to the telemarketing Call Center queue
- Publish to a CSV file that is to be FTPed to a channel partner site daily at 6pm
- Email a specific marketing manager each response for a given program
- Email a Sales rep about a prospect response
Key Benefits
- Instant notifications can be triggered to Sales, Marketing, and others based on new responses in the funnel
- Data exports can be scheduled for FTP/SFTP transfer for lead information
- Hot leads can be routed to sales (CRM) immediately and tasks set
- It is very easy to set up an automated summary email of daily or weekly activity to marketing managers
