ROUTING TECHNIQUES
Assign the Right Lead to the
Right Sales Rep. Automatically.
Schedule IQ uses a combination of website form answers, IP, CRM fields, and account
ownership to route leads to the perfect rep everytime.
Tear Down Those Old Boring Lead Routing Spreadsheets
Using Schedule IQ means you’ll never worry about time wasted on manual routing or assigning
the wrong lead to the wrong rep.
Form-Based Routing
Schedule IQ assigns leads based on website form answers like
company size, product line, team size, and more.
Location-Based Routing
Schedule IQ knows the prospect’s IP address and routes
based on location.
CRM Field-Based Routing
Schedule IQ integrates with your CRM, detects your contact/
account fields and assigns leads to reps based on field values.
Owner-Based Routing
Schedule IQ looks up ownership in CRM at lead, contact and
account-level and directs the lead to the owner automatically.
LEAD DISTRIBUTION
Hand Reps The Perfect Volume of Leads Based On
Team Structure, Experience and Fairness
Strict Distribution
Schedule IQ gives every rep the
same number of leads - and takes
no-shows and cancellations into
account.
Flexible Distribution
Schedule IQ maximizes meetings booked by showing the open slots from all reps in the team.
Weight-Based Distribution
Schedule IQ takes rep seniority and
skill into account, assigning more
(or less) leads to reps based on
custom weightage.
USE CASES
Customizable For All Your Routing Requirements
Assign meetings based on
lead location
Assign meetings based on the lead’s
company size
Assign meetings based on standard
and custom properties in CRM
Assign meetings based on existing
relationships with the lead/ account
Assign meetings based on which
product the lead signed up for
Assign meetings based on time
slot availability
Assign meetings based on
fairness and give reps an equal
shot at quota
Assign meetings based on seniority-
give your best reps the most leads
Assign meetings based on the tools/
solutions the lead already uses
Say Goodbye to Spreadsheet Headaches.
Say Hello to Automated, Customizable Routing With Schedule IQ.
Make meeting booking effortless with Schedule IQ. Facilitate easy meeting booking on your website and eliminate endless email back and forth.
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