Has anyone set up custom lead routing and/or notifications for "new" leads.  We have landing pages creating new leads.  I want to know how to "shark tank" them or "round robin" the lead assignments.

Any tips or help would be greatly appreciated.

Thanks,

Gino

Rookie SLX Admin

Sure.....allocate by available time slot, X accounts per territory allocated between N different account managers.....you can run batch jobs every hour or every day and distribute the lead assignments.....

Hi Gino,

we use Orbis TaskCentre to automate our Lead management.  Our process starts by feeding leads from our web site, through Orbis.  The task in Orbis then creates the Lead record within SLx, assigns the account manager based on region and product of interest and sends out an email notice to the assigned account manager copying the rest of the team.

if you process starts eslewhere i.e. driectly within SLx, no problem Orbis can monitor an entity and a task can be triggered by a change in the data (or on a scheduled basis.) 

Whilst there is a cost to Orbis, we find that our customer buy it for a particualr purpose, and then find many other very powerful uses for it.  it is mostly a drag and drop form of building the tasks, although you can get into coding if need be.  But if does allow a process to be managed and amended very quickly.

http://www.orbis-software.com/sage/bpm-for-sage-saleslogix.php

When it comes to purchasing Orbis, there are a couple of options, you can purchase by module or by a number of tasks, go for a limted number of tasks, this way you get all the capabilities of the tool most cost effectively.

I hope this helps.

Regards

Rowland.

Hi Gino

You might be interested in a blog post we have about scoring leads during import:

http://wp.me/ptCU4-3r

The post discusses how to filter and score leads based on data quality, to allow sales to focus on the more complete leads.

We have also set up complex lead allocation for customers, using business rules such as geography, product, industry etc.

Happy to discuss with you if you are interested. Contact me direct at: david@inaplex.com

Regards

David Evans

Inaport - CRM Integration

http://www.inaplex.com

Thanks RJ.  

I am going to attempt something similar, but in SQL as a trigger that assigned the lead and created a SLX activity and notification to screen pop when the agent is logged in.  

Has anyone done anything similar to this?

Thanks,

Gino

We don't use triggers in LAN SalesLogix.  I wouldn't know how to pop a mainview\screen for a logged in user and not interfere with their current screen\work. You could create an activity for the agent\user with an alarm....

The cleanest / most reliable way is most likely going to be an external process like task centre / inaport.

As RJ pointed out, if you try to do it behind the scenes internally then you have to deal with issues like interrupting somebody in the middle of a screen that has validations, or the fact that activities are cached, and you somehow need to force a refresh.

I would have it periodically poll the database for new leads, apply the logic to assign them, and then email the proud owner of the new lead and embed a link to the record in SalesLogix. They get notified quickly, can easily navigate to it to deal with it, and it doesn't interfere with what they are doing.

just my $0.02 worth here.

ws

Quote: Originally posted by Gino Marengo Has anyone set up custom lead routing and/or notifications for "new" leads.  We have landing pages creating new leads.  I want to know how to "shark tank" them or "round robin" the lead assignments. Any tips or help would be greatly appreciated. Thanks, Gino Rookie SLX Admin

Gino:

  You already have code that is Creating the Leads, so you might as well handle the Assignments on the Same Module.

  As far as Notifications, you could extend the same code to send out Emails (or SMS, or Fax, etc) and or Create Activities in SLX with Alarms that would then popup in SLX whenever the system is checking for Activities (as previously recommended).

  Here is where the External Tools mentioned come into play. If you are more confortable coding it, you can add it to the Code that is creating the Leads. If you are already using one of the Applications mentioned (Task Centre, KnowlegeSync, etc), then you might as well build upon them.

  Additionally, you should Create Groups released to Users that show the Leads that they are currently assigned, the Status and the Date they were assigned so that they could work out of it, and train them to constantly refresh this group.