Our sales team is using the new automatic assignment feature in Pipedrive, having worked with our development team to refine the tool, while also benefiting from it.
When Pipedrive started, our sales team had to manually assign leads to each rep. However, as the company scaled, our sales team improved its processes so we could handle the growing influx of new leads.
Contact a lead within the first five minutes to increase your chances of closing the deal
The feature enables you to automatically contact new leads within 10 seconds
Our sales team uses Pipedrive to manage leads, so they knew that having an automatic lead routing system would speed up not only our internal processes but our customers’ workflows as well.
With automatic assignment in place, new leads are routed to our sales reps in seconds rather than minutes. Combine the lead routing feature with our other Automations tools to shorten the gap between when a customer signs up and when they hear from us.
Automatic assignment uses pre-defined rules to check each lead against specific criteria and then, based on that criteria, assign the lead to a rep on a round-robin basis.
Users can set up and prioritize routing rules based on a lead’s characteristics. For example, if the lead has a phone number that starts with a specific area code, they can be routed to the team that manages new business for that area.
Joe, our sales operations manager, recommends that anyone managing a lot of incoming leads should consider Pipedrive’s new automatic assignment feature.
You can learn more about automatic assignment on our feature page.
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