The Comprehensive Survival Guide for Lead Routing and Account Assignment
Routing leads and assigning accounts to sales reps is fundamental. But it can be confusing when every company has its own processes and they often change.
Almost every company has the need to route leads and assign accounts to sales reps in their Customer Relationship Management (CRM) system. It’s about as universal a problem as you can get, yet it’s also one of the most confusing subject areas in sales and marketing operations because every
company uses unique routing and assignment processes, they change frequently, and there a lot of technical solutions to help automate these processes.
This guide from Openprise outlines best practices to help you create a better lead routing strategy, design a better process, select better technologies, have a more successful deployment, and make all your stakeholders’ lives a little better.
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