How do I use weighted round robin method for lead routing?
Feature:
The round robin method is useful and most
simple method to route leads to Partners in rotation. The weighted lead routing
strategy can be used to divide the leads fairly between Partners, based on
performance, tier, location, and team strengths.
Who will be using this?
This feature can be used by Users who have
access to create Lead Routing in the Company.
Benefits:
This will provide distribution of the leads
based on criteria like performance, tier, location, and team strengths. This
will make the Partners fueled by competition with one another to qualify and
convert a high number of sales leads.
Process:
In the “Organizations” page grid of the
Lead Routing based on Organization (Partner), there will be the ‘Ranking’ and ‘Weighted
per Rotation displayed in the grid for the "Assigned" Folder.
By default, the ‘Ranking’ will be provided based on the addition of the Organization (Partners) and the default ‘Weighted per Rotation’ will be 1. There will be a button for "Reorder Ranking and/or provide Weighted".
Clicking on this will load all the assigned Users/Organizations on a single page and User can move and re-order the ranking or provide the "Weighted per Rotation" (default will be 1) The Weighted text boxes will take positive numbers up to 2 digits.
On saving, the ranking and weighted will be displayed in the "Assigned".
If
different “Weighted per Rotation” is provided in a Lead Pool, then the
distribution will be done based on weight index and then rank. Every round for
lead distribution is based on who ever has the highest weight and then relative
weight index is subtracted from that Organization's remaining weight and then
the next round begins. The relative weight index is all the weights scaled out
to a common denominator so that they are all on equal footing. Once all weights
are <= 0 the weights are reset and round 1 starts over. Therefore, whoever
has the highest weight goes next but if there is a tie, the rank will be
used as the tie breaker.
Scenario 1:
Lead Pool
Name | Rank | Weighting |
Org1 | 1 | 2 |
Org2 | 2 | 1 |
Org3 | 3 | 2 |
Org4 | 4 | 3 |
Round 1
Name | Rank | Weighting | |
Org1 | 1 | 2 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
*Org4 | 4 | 3 | -> 2 (lead 1) |
Round 2
Name | Rank | Weighting | |
*Org1 | 1 | 2 |
-> 1 (lead 2) |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 2 | |
Round 3
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
*Org3 | 3 | 2 | -> 1 (lead 3) |
Org4 | 4 | 2 | |
Round 4
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 1 | |
*Org4 | 4 | 2 | -> 1 (lead 4) |
Round 5
Name | Rank | Weighting | |
*Org1 | 1 | 1 | -> 0 (lead 5) |
*Org2 | 2 | 1 | -> 0 (lead 6) |
*Org3 | 3 | 1 | -> 0 (lead 7) |
*Org4 | 4 | 1 | -> 0 (lead 8) |
Weights are reset,
round 1 starts over for lead
9 on.
Scenario 2:
Lead
Pool
Name | Rank | Weighting |
Org1 | 1 | 2 |
Org2 | 2 | 1 |
Org3 | 3 | 2 |
Org4 | 4 | 3 |
Round 1
Name | Rank | Weighting | |
Org1 | 1 | 2 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
*Org4 | 4 | 3 | -> 2 (lead 1) |
Round 2
Name | Rank | Weighting | |
*Org1 | 1 | 2 |
-> 1 (lead 2) |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 2 | |
New
Organization is added to the Pool with Weighting as 4 at this juncture.
Round 3
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 2 | |
*Org5 | 5 | 4 | -> 3 (lead 3) |
Round 4
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 2 | |
*Org5 | 5 | 3 | -> 2 (lead 4) |
Round 5
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
*Org3 | 3 | 2 | -> 1(lead 5) |
Org4 | 4 | 2 | |
Org5 | 5 | 2 | |
Round 6
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 1 | |
*Org4 | 4 | 2 | -> 1(lead 6) |
Org5 | 5 | 2 | |
Round 7
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 1 | |
Org4 | 4 | 1 | |
*Org5 | 5 | 2 | -> 1(lead 7) |
Round 8
Name | Rank | Weighting | |
*Org1 | 1 | 1 | -> 0 (lead 8) |
*Org2 | 2 | 1 | -> 0 (lead 9) |
*Org3 | 3 | 1 | -> 0 (lead 10) |
*Org4 | 4 | 1 | -> 0 (lead 11) |
*Org5 | 5 | 1 | -> 0 (lead 12) |
Weights are reset, round 1 starts over forlead 13, with Org5 taking the precedence.
Round 1
Name | Rank | Weighting | |
Org1 | 1 | 2 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 3 | |
*Org5 | 5 | 4 | -> 3 (lead 13) |
Scenario 3:
Lead Pool
Name | Rank | Weighting |
Org1 | 1 | 2 |
Org2 | 2 | 1 |
Org3 | 3 | 2 |
Org4 | 4 | 3 |
Round 1
Name | Rank | Weighting | |
Org1 | 1 | 2 | |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
*Org4 | 4 | 3 | -> 2 (lead 1) |
Round 2
Name | Rank | Weighting | |
*Org1 | 1 | 2 |
-> 1 (lead 2) |
Org2 | 2 | 1 | |
Org3 | 3 | 2 | |
Org4 | 4 | 2 | |
Round 3
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
*Org3 | 3 | 2 | -> 1 (lead 3) |
Org4 | 4 | 2 | |
Round 4
Name | Rank | Weighting | |
Org1 | 1 | 1 | |
Org2 | 2 | 1 | |
Org3 | 3 | 1 | |
*Org4 | 4 | 2 | -> 1 (lead 4) |
Rank of
Org3 changed to 2nd from 3rd and for Org2 changed from 2nd to 3rd at this juncture.
Round 5
Name | Rank | Weighting | |
*Org1 | 1 | 1 | -> 0 (lead 5) |
*Org3 | 2 | 1 | -> 0 (lead 6) |
*Org2 | 3 | 1 | -> 0 (lead 7) |
*Org4 | 4 | 1 | -> 0 (lead 8) |
Weights are reset, round 1 starts over forlead 9 on.
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