Automatic distribution of leads among responsible managers
Client Management & CRM
Pain Points:
1. Leads were distributed manually — they were lost or duplicated.
2. In case of vacations or resignations, clients were left without a responsible person.
3. There was no control system to track who received how many leads.
4. Some managers were overloaded, while others had no work.
What was done?
1. An automated business process for lead distribution in CRM was built.
2. After creating a new lead, a queue of managers is launched; the system identifies the next one on the list and automatically assigns the lead.
3. An additional subprocess was implemented to calculate the workload coefficient: it takes into account the number of active deals, unfinished tasks, and the employee's status (on vacation, sick leave, day off, etc.).
4. Managers who are temporarily not working are automatically excluded from the queue.
5. When an employee resigns, the system automatically redistributes their clients among active managers.
Result:
1. Distribution is fully automated — without human involvement.
2. No lead is lost; distribution is fair and even.
3. The company has abandoned manual control and salaries for lead managers.
4. Client inquiries are processed 3 hours faster.
#CRM #Creatio #CreatioCRM #analytics #BusinessAnalyst
1. Leads were distributed manually — they were lost or duplicated.
2. In case of vacations or resignations, clients were left without a responsible person.
3. There was no control system to track who received how many leads.
4. Some managers were overloaded, while others had no work.
What was done?
1. An automated business process for lead distribution in CRM was built.
2. After creating a new lead, a queue of managers is launched; the system identifies the next one on the list and automatically assigns the lead.
3. An additional subprocess was implemented to calculate the workload coefficient: it takes into account the number of active deals, unfinished tasks, and the employee's status (on vacation, sick leave, day off, etc.).
4. Managers who are temporarily not working are automatically excluded from the queue.
5. When an employee resigns, the system automatically redistributes their clients among active managers.
Result:
1. Distribution is fully automated — without human involvement.
2. No lead is lost; distribution is fair and even.
3. The company has abandoned manual control and salaries for lead managers.
4. Client inquiries are processed 3 hours faster.
#CRM #Creatio #CreatioCRM #analytics #BusinessAnalyst