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Automatically assign leads with intelligent lead routing rules (8.3)

Updated on May 3, 2021

Are your sales reps bogged down by a time-consuming lead routing process? With busy schedules and short windows of opportunity for response, your sales team needs a tool that can fast-track lead management, 24/7. Using Pega’s new capabilities, your lead routing process is streamlined and accelerated with intelligent automation and configurable business rules that instantaneously route the right prospects, for your business.

"Pega’s configurable lead routing"

Configurable lead routing

Set customizable intelligent rules, right for your business

Missing opportunities because of inaccurate lead routing can be detrimental to your sales team’s success. With Pega’s customizable business rules, the time spent managing your prospects is significantly reduced as your leads are qualified and routed to the right salesperson as soon as they come into your queue.

Now, you can choose to distribute your leads based on the skill set, availability, workload, email domain, industry or a combination of these aspects. Putting the power in your team’s hands, Pega enables you to easily set up that automated routing directly in your Sales Ops portal or App Studio.

"Skillset, availability, and work load lead routing"

Skill set, availability, and work load lead routing

Invoke automated routing from individuals, bulk actions, and data imports

Do you have many leads or opportunities that you need to route or migrate in a simple step? Now, you can carry out multiple field modifications using Pega’s bulk processing capabilities. With optimized data import performance, your sellers can spend less time on lead management and more time on impactful customer engagement.

To learn more about how to configure lead routing rules, see Configuring lead routing in Pega Sales Automation.

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