Distribute leads with round-robin and territory assignments
Automate the process of balancing leads and directing them to the best suited teams.
As a business owner or a sales head of a growing and expanding business, you are faced with two major challenges around lead distribution:
- How to distribute leads based on territory to utilize the expanding geographical presence?
- How to ensure fair lead distribution within the team once they are segregated territorially?
FreeBusy solves both your challenges and helps you manage it all automatically.
1. Territorial Assignments
Provide leads with an option to meet regional teams
Using FreeBusy, you can create a new booking page with appointment types named using territories and having hosts from that regional team.
That's it! Now embed the booking page link on your website, social media campaigns or within your email and SMS marketing communication. It's that easy to direct leads to the best suited territorial teams.
1. Territorial Assignments
Provide leads with an option to meet regional teams
Using FreeBusy, you can create a new booking page with appointment types named using territories and having hosts from that regional team.
That's it! Now embed the booking page link on your website, social media campaigns or within your email and SMS marketing communication. It's that easy to direct leads to the best suited territorial teams.
2. Even Distribution within team
Setup your lead distribution for efficient resource management
When creating a new appointment type, you can add all your sales reps (region specific for territorial assignment) as hosts and set availability to when any host is available.
FreeBusy would automatically assign new leads to the available sales rep with the least appointments amongst the team. This round-robin distribution ensures a great experience for the prospect and maintains the morale of the team.
2. Even Distribution within team
Setup your lead distribution for efficient resource management
When creating a new appointment type, you can add all your sales reps (region specific for territorial assignment) as hosts and set availability to when any host is available.
FreeBusy would automatically assign new leads to the available sales rep with the least appointments amongst the team. This round-robin distribution ensures a great experience for the prospect and maintains the morale of the team.
3. Post-scheduling Workflows
Automate web-conferencing, notifications & reminders
For every new meeting, FreeBusy can heavy lift all behind-the-scenes repetitive workflows.
Setup FreeBusy to communicate with web conferencing service on behalf of the assigned sales rep and add the session details to the event and calendar invite automatically. You can also setup FreeBusy to send reminders to reduce no-shows.
3. Post-scheduling Workflows
Automate web-conferencing, notifications & reminders
For every new meeting, FreeBusy can heavy lift all behind-the-scenes repetitive workflows.
Setup FreeBusy to communicate with web conferencing service on behalf of the assigned sales rep and add the session details to the event and calendar invite automatically. You can also setup FreeBusy to send reminders to reduce no-shows.
FreeBusy is not just a tool for a great self-scheduling experience but is a powerful weapon in your arsenal that can tackle complex business processes to solve your scheduling challenges.
Get Started for free today