Here’s a quick overview of how Bluebird ensures the right agent gets the right lead in seconds.
Scroll down to see a high-level timeline of the process.
A prospect shows intent through one of your lead capture funnels.
The lead is ingested into the Bluebird account via email or API connection.
We query your internal data sources for additional lead information such as buying history, named accounts etc.
We query Clearbit to add additional lead information.
We can reorganize and score lead information using Open AI (optional).
Bluebird's patented routing engine scores the lead payload against your extended sales network to determine who is best suited to handle the lead. We use data points like, skillset, location, ongoing performance metrics and many other factors to decide who to offer the lead to, and in which order.
We then look to see if there are any special considerations for business rules. Accounts can be setup to immediately offer the lead, hold for manual assignment, hold for business hours, or follow a custom rule.
The lead is offered to the most applicable agent with a configurable amount of time with which to accept.
If the agent does not accept within their time window the lead is offered to next best suited agent. If two agents score the same, round robin rules determine the first offer.
Bluebird is configurable to suit your business needs.
Different lead routing methodologies offer distinct benefits:
Round Robin ensures fairness by evenly distributing leads among agents, preventing overload and ensuring everyone gets a chance.
Shark Tank creates a competitive environment where the most proactive agents can claim the leads, often resulting in high engagement and motivation.
Fastest Finger rewards speed, giving the lead to the quickest agent, which can enhance responsiveness and lead to faster conversions.
Bluebird’s hybrid approach combines the strengths of these methods, optimizing fairness, speed, and agent motivation. This balance ensures that the right agent always receives the right lead at the right time, maximizing efficiency and conversion potential.
