Distribution: Distribution Program Methods

TOPICS COVERED IN THIS ARTICLE

• Distribution Program Options

ENVIRONMENT

LeadManager

DETAILS

Method	Description	Example
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