LeadAngel can route many CRM objects such as Leads, Contacts, Accounts and Opportunities. Routing for custom objects can also be configured with the help of customer success team. Each objects has its own set of routing rule and routing definitions. However, some of the common definitions (such as Sales Teams, System data dictionaries) can be shared across objects.
LeadAngel follows the rule of 3 when routing leads
- Define
- Refine
- Route
1. Define
Define your organization by using LeadAngel Data Dictionaries and Sales Team menus. Data Dictionaries are used to document and unify your corporation definition and jargon such as:
- An enterprise account is with revenue more than 1B USD OR more than 2000 employees
- List of top 1000 Named Account
- For us, customer is anyone with active support or anyone who purchased in past 3 years
- Our Sales is organized by geographical territories and product interest
- SDR team is anyone who reports to John Doe in Portland
2. Refine
Intentionally, the definitions above are stand-alone criteria so it could be defined more granularity. It provides a layer of abstraction, and an opportunity to slice and dice the definitions to further refine them into “actionable” territories for routing. This is done in the respective filter block (such as Lead Filter, Contact Filter etc)
The result of step 2 is a set of CRM Lead (or object being routed) that could be used in the routing.
3. Assign (aka Route)
After applying refining criteria in the step above, the CRM leads (or object being routed) are ready to be routed using Router's assignment block.