CRM Allocation Logic

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CRM Allocation Logic Door Mind Map: CRM Allocation Logic

1. Agent Score

1.1. Language Known

1.2. CV% Score

1.2.1. CV% with respect to policy

1.3. Call Disposition Score

2. Lead Score

2.1. Recency

2.2. Frequency (Repeated - Digital to Digital)

2.3. Pincode / language

2.4. Product / Campaign

3. Allocation Module (Marketing Owned)

3.1. P1: Multiple Allocation Rule with priority

3.1.1. P1 - Based on URL

3.1.1.1. Exception to MIS

3.1.2. P2 - Based on UTM fields

3.1.2.1. Exception to MIS

3.1.3. P3 - Based on Lead Source

3.1.3.1. Exception to MIS

3.2. Threshold

3.2.1. P1: Digital Group TSO Campaign / Dialler Campaign***

3.2.1.1. Predictive Dialling

3.2.1.2. Digital Group - % allocation

3.2.1.2.1. Support Maximum cap limit per group

3.3. Disposition Reallocation

3.3.1. If language dispostion

3.3.1.1. Reassign to matching language tele agent

3.3.1.1.1. Based on Unit Priority

3.3.2. If not contactable more than 7 days

3.3.2.1. Assign to random tele unit

4. Lead Journey

4.1. Today Lead

4.1.1. validation based on phone no

4.1.2. Repeated

4.1.3. 10 digit phn no

4.2. Lead

4.2.1. goes to assignment logic

4.3. Contact

4.3.1. Now: proposal email to be sent

4.3.2. Idea: MQL - once dialled

4.4. Qualified

4.4.1. Idea: disposition: call back, proposal sent on email, proposal sent on whatsapp

4.5. Conversion

4.5.1. Policy purchased