LeadPro Email Marketing and Lead Management solution now supports PULL method for Sales Lead Assignment to the sales team.
Several industry verticals such as Mortgage Lending and Real Estate Professionals have been requesting the PULL method to distribute their leads. Traditionally, the sales leads will be distributed to the sales team using an automated routing process based on one or more distribution criteria (such as Geography, Sales Region, Sales Office, Sales Area, Lead Source, Lead Profile, etc.).
The advantage of PULL method over the traditional PUSH method is that the leads are not assigned to the sales agents who are follow-up with the prospects. Unless they pull the leads from the general queue, the leads will not be assigned to those agents. In other words, if some of the agents are bag logged or out of office, their queues will not get stuffed with new leads.
This can be achieved in PUSH method too, but managing the agents schedule and updating their schedule activities on a daily basis is a painful. In large organizations where there is a significant turnover of contact center / sales agents, PULL method may ease the pain and reward the performers.