Automatic Setting of External and Internal Rep Attribution

Automatic Setting of External and Internal Rep Attribution

May, 2016

Correctly assigning new customers, prospects and leads to the appropriate field sales rep/agent and territory has always presented a challenge, especially when leads are coming in from external sources like web sites.

We have now introduced an option to use the Customer Region as a Post Code Area list, which we are finding is a popular method for dividing up the UK into manageable territories.

Against each Post Code Area you simply enter the field sales person and, if required the Internal Sales Rep.

All new customers, prospects and leads will then be automatically assigned to the correct Customer Region, External and Internal Rep based on the post code of the customer (or customer address if attribution is required at address level).

These settings can be overridden in the case of house accounts or special rules.

A new UK and Territory Pin Map and Heat Map is being provided in Caliq Business Intelligence system providing a visual representation of customers and leads in an area as well as an indication of where your business is coming from.

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