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Arvind_Rangaraj
Arvind_Rangaraj
Level 2
October 5, 2017
Question

Round robin assignment of Inside Sales Representative

  • October 5, 2017
  • 1 reply
  • 3583 views

Hi,

We need to be able to assign Inside Sales Representatives to the B2B Leads.

The way this will work is through Company. Each Company will have one Inside Sales Representative that all B2B Leads will be assigned.

The tricky part is that if there is a new Company, then we will need to do round robin assignment of Inside Sales Representative, and then whoever the Inside Sales Representative is selected, they will be the Representative from now on.

One Inside Sales Representative can be associated with many Companies but each Company will have one Inside Sales Representative.

Can you please let me know how we do this.

Thanks,

Arvind. R

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1 reply

Trevor_Parsell
Trevor_Parsell
Level 5
October 5, 2017

Hey Arvind,

I'm not aware of an out-of-the-box way to do this but I have found a work-around that will make sure leads from the same company are consistently routed to the same sales rep. It will, however, depend on how many Sales Reps you have and may not make sense for every team.

The solution for us was to route by email domain and to focus on the first letter in the domain of the lead's email address. For example, the flow action would look like this:

This way all new leads with the company name "Acme" and an email address containing "@acme.com" will always go to the same rep. You will just need to align the email domain names with the correct sales rep based on the company they are assigned to.

For round-robin routing we also had to make sure we made the rules as fair as possible. For example, don't assign @q, @z, @x to one sales rep and @s, @t, @a to another since most company/domain names are less likely to start with certain letters. Does that make sense?

Thanks!

Arvind_Rangaraj
Arvind_RangarajAuthor
Level 2
October 5, 2017

Thanks for your reply. I wanted to let you know that there is no SFDC sync for our Marketo account with Sales-force. All the leads will enter into Marketo through Marketo form.

Also for now there will be two Sales rep but going forward the count will be increased.

Can you please let me know if the above mentioned method can be implemented considering there is no sync.

Thanks,

Arvind. R

Trevor_Parsell
Trevor_Parsell
Level 5
October 5, 2017

Hey Arvind,

Yes you could implement the same type of routing without the Salesforce sync. Your trigger would just be "Filled out Form" or whatever other actions you consider "qualified". What are you using for a CRM?

You can replace the "Sync Lead to SFDC" flow step with "Change Data Value" and update your lead owner field with the Lead Owner' name like below. A lot of this depends on what you are using for a CRM and how sales is managing lead ownership.

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