What Are the Stages of Lead Distribution in WhatsApp?

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As in any process, no matter how simple or complex it is, there are steps you need to go through. Here are the 4 stages of lead distribution:

1. Capturing & delivering leads to sales reps
The process starts with lead generation and qualification. It involves collecting lead information through forms, chatbots, or any other lead generation tool and then delivering those leads to your sales reps.

2. Screening lead quality
Not all leads are created equal. Before distributing them, it’s important to screen leads for quality and if they meet your ideal customer profile. This helps your sales team focus on leads more likely to convert.

3. Setting criteria & standards for distribution
Next, set up specific rules and criteria determining how leads are distributed. This could include factors like the lead’s industry, location, or product interest. Clear standards make the distribution process fair, but most importantly, effective.

4. Reiterating and refining the process
Lead distribution isn’t a one-time setup. Something’s not south africa whatsapp phone number working? Change it, refine it, adapt it… Your business is growing and evolving. Your lead distribution system should too.

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Common Lead Distribution Methods
Different methods work better for different businesses and sales approaches. Here are the most common methods for lead distribution:

1. Lead assignment rules
Do you have a large team of sales reps? Then, this method will benefit you the most as it assigns leads based on specific criteria like expertise, availability, or region. Here are some things to consider:

Match leads with sales reps who have the right knowledge or experience and can handle them quickly.
High-performing reps should take care of high-value leads.
Distribute leads to reps with more experience handling similar customers.
Assign leads based on the rep’s location.
Match leads with reps who speak the same language as the customer.
With “Inbox Rules” in Rasayel, you can automatically assign conversations to the right teammate, snooze or tag a conversation, as well as update the conversation status.