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How To Basics: Velocify's Various Distribution Program Methods

METHOD DESCRIPTIONEXAMPLE
Push-Based System automatically "pushes“ leads into rep's queues Lead assignment for a specific set of reps based on detailed criteria
Push: Round Robin Evenly distributes leads in a systematic, ordered method to all eligible reps Fair and uniform distribution of leads to a group of reps
Push: Performance-Based (Beta) Assigns leads according to predefined rep performance tiers Reward high performing reps with more leads or higher quality leads
     
Pull-Based Distribution Reps actively request leads out of a pool when they're ready to work them Supplemental pool of leads for reps to follow-up when lead flow diminishes
 Pull: Blind Reps request lead without the ability to see the lead first Fair and uniform distribution of leads to a group of reps
 Pull: Preview ('Cherry-Pick') Reps see a list of eligible leads and may choose the one they feel they have the best chance of converting Reps know what leads they are best at closing; reps need to be able to lookup specific leads to work
     
Shotgun Connect  Multiple reps are notified when a new lead is available; the first to respond gets the lead Hot, time-sensitive internet leads that need immediate response
On-Screen Notification Multiple reps are notified when a new lead is available via on-screen message; the first to respond gets the lead Reps spend much of their time in front of Velocify application, and can respond quickly to new lead alerts that pop up on their screens
Phone Notification Multiple reps are notified when a new lead is available by call to their phones; the first to answer call and press 1 gets the lead Reps respond more quickly to their phones or may not as easily see an on-screen alert

 

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