Auto Lead Distribution – a big step towards Sales Automation!

Auto Lead Distribution – a big step towards Sales Automation!


Isn’t it exciting when your business is able to generate new leads? Yes, it indeed is. But this excitement can be a bummer when you have to skim through all the leads and cherry-pick a few amongst them that are aligned with your area of expertise. However, like for any other problem, technology is here for your rescue. This time it is in the form of sales automation.


Through sales automation, manual, monotonous, and time-consuming sales tasks can be easily performed using Software, Artificial Intelligence, and other Digital Tools. We all know that leads are like any other resource; what matters is what you do with them. Further, after getting more leads, the chances of losing qualified leads are higher. The sole reason for this is poor lead management. On the contrary, if you automate the task of lead distribution, the leads are assigned to its suitable sales representative and poor lead management would have no place to stand.


So, let’s understand the meaning of lead distribution and why should you automate the process.


Lead Distribution


Lead distribution is the process of capturing, screening, and matching inbound leads to a specific sales person and allowing the business to be even more efficient with distributing leads. There are two types of systems to perform this task; automatic and manual lead distribution systems, each of which involves a phased and standard procedure for lead distribution. In this article, we’ll discuss about automatic lead distribution.


How does automatic lead distribution work?


Automatic Lead distribution involves using software that pushes leads to sales representatives based on the rules the company has formulated. After skimming through all the leads, the software assigns them based on the criteria like representative’s expertise, capacity, or lead’s location. For instance, you might want all the leads from companies with over 3000 employees to go to your most experienced sales representative. An automatic lead distribution system will perform this operation for you every time you receive a lead within this criterion. 


This system is more efficient than the manual lead distribution system because the leads are served to the representatives automatically and they don’t have to do anything once the company has set up the requirements. 


An automatic lead distribution system includes round-robin and rules-based routing to distribute leads automatically to the sales representatives.


Automated Lead Distribution Methods:



  • Round-Robin



The Round-Robin algorithm assigns leads to the representatives on a rotation basis. If there are 10 sales representatives, each of them will receive leads based on where they are in the queue. After completing the first cycle, the next round of leads will be assigned in the same order. 


This system ensures equal opportunity to all the team members and the work-load bias is eliminated. This method is suitable if the company has homogeneous sales representatives – perhaps, a sales team of a one-product company. Since the leads are not assigned as per any specific criterion. 



  • Rule-based assignment



Along with Round-Robin, lead assignment rules can be specified to improve the lead distribution process. Rather than assigning leads on a rotation basis, you can add rules that further define the type of lead to be assigned to each sales representative. 


For example, you may have a rule that says route any lead with a company size of 100 employees to a sales representative with 2+ years of experience. If your sales representatives have different territories, specify a rule that ensures that they receive leads from locations within their territory.


Benefits of Automatic Lead Distribution strategy


  • More efficient than the manual distribution system
  • It reduces lead response time and conversation ratio
  • Helps to monitor the capacity of each sales representative
  • Automates lead screening time of the sales force.
  • Enhanced customer experience as the lead is paired with its suitable representative. 


The Bottom Line


Automatic Lead Distribution System helps the business to reach out to a lead quickly, give the best possible experience to them, and ultimately, close more deals. Proper usage of this software will also increase the efficiency and effectiveness of the sales representative and provide the company an edge over its competitors. 

Contact us at to get yourself the much required ERP solutions. 

How Agam Technologies uses CRM to gather leads from Social Media platforms for you!

The use of Social Media for lead generation has become increasingly popular. However, it can sometimes become a tough nut to crack.

Imagine the Marketing department of your company is diligently creating and publishing Tweets, Facebook posts, YouTube videos, and more – all carefully crafted to make the most out of each medium of communication; meanwhile, your potential customers are on Instagram and Google having conversations about your organization. But you are not able to answer them; the main reason is too many social media sites to manage. Gradually, the potential customers will walk away as their questions are not getting answered and lead generation becomes difficult. That’s the worst mistake a company can make in the era of digitization.

How to bridge this gap? The answer is by using CRM.

What is CRM?

CRM is a customer relationship management platform that integrates social media and gives you access to the level of insights required for lead generation, plus the ability to use social tools for communicating internally. With the help of tools, interactive dashboards, and metrics, you can monitor, track and benchmark your social media communications. It even helps to understand the way you think about your customers and your relationship with them.

CRM also helps in enhancing lead generation by making it easy for your business to communicate with potential customers across various social media platforms. Do keep in mind that leads exist on various platforms, and managing them on different apps is like an invitation to chaos. It brings all leads to one platform, where you can collect actionable insight and offer a seamless multi-channel experience.

Why is integration to Social Media important for a CRM?

The first reason is; nowadays, people like to understand more about the products and services they use and the companies they purchase their stuff from. In a recent study by Forrester, it has been noted that apart from checking out Websites, potential customers also prefer to look into their Social Media handles to check the company’s authenticity.

The second reason is the impact of Social Media. We all know that Social Media is alive with prospects that can be converted into leads and later into customers. You might be using various lead generation tools to penetrate that particular platform. For example, Google has Google Analytics, Facebook has Facebook Business Manager, and LinkedIn has LinkedIn Campaign Manager. Yet, it can be very inconvenient to analyze lead generation through Social Media separately on each platform.

As a solution to this, social media integration with CRM brings the data of all leads from these platforms on a single dashboard to reduce the hassle and improve productivity. So, if you have given proper CTAs such as links in posts or bio, swipe-up, etc. CRM integrates them with the SM platforms and serves you all the leads at one place for your convenience. 

Perks of Social Media Integration:

  • Provides greater exposure in the places where your audiences spend their time.
  • Helps to increase engagement and maintain deeper relationships with customers.
  • Higher search rankings and increased web traffic.
  • Aids to identify high-quality inbound leads that turn into revenue faster.
  • Ensures to keep an eye on the efficiency of the marketing campaigns.
  • Possible to target a specific segment of customers through report analysis.

Takeaway message:

To recapitulate, using the right CRM tool helps you identify, attract, track, nurture, and convert your leads to improve your business profits. But it can be daunting to find the right CRM tool for your marketing and sales needs if you’re new to CRM tools.

Fortunately, Agam Technologies works alongside you to help you find the right tools and strategies to improve your lead generation efforts and grow your business. Agam CRM has Facebook integration for lead generation, Instagram Integration, Google Integration, IVR Integration, Website Integration, Chatbot Integration, and Web Whatsapp Integration.

Contact us at to get yourself the much required ERP solutions.