Lead allocation engine
As Step 2, the system looks for the agent with best likelihood and
speed to close the lead. This is derived on the basis of user
characteristics, user pipeline and other factors such as proximity
to the customer (based on geo-tagging). Using smart allocation
logic of the platform thus, leads are matched to sales reps.
The custom-built allocation logic can also be used to re-allocate
leads from one rep to another in case of slow progression of a
lead or other customizable business rules.
BitNudge comes powered with geo-location services. Leads can be
assigned real-time based on a sales rep’s proximity to a Lead –
i.e., “uberization” of frontline by matching customer “demand”
with the available field force.