What routing models does Bluebird Route support?

Route adapts to whatever model is most effective for activating your sales network. Select examples of lead routing models include Round Robin (fair distribution across the roster) and Smart Round Robin with scoring thresholds, Territory and geography (region, market or service area), Weighted Performance (top performers first), Skills- and Availability-Based (buyer matched to the best-equipped rep), and Smart Routing (capacity, expertise, availability and conversion performance in one decision). These models can be combined. Team-based distribution and AI-assisted prioritization are also available.

The right choice depends on what your organization is trying to optimize. An equal rotation can support balanced allocation among suitable recipients, while territory rules can ensure an opportunity stays within the correct service area. Skills and availability criteria help determine who is equipped to respond. Performance weighting introduces a different consideration: how past results should influence the priority given to eligible people or partners.

These choices are not only technical settings. They also shape partner expectations and should reflect the commercial agreements and operating principles of your network. Before selecting a model, map the situations you need to handle and decide which criteria are mandatory versus preferred. Review representative leads with Bluebird to confirm how combined rules should behave. A clear model is easier to explain, audit and improve than a collection of exceptions added without a shared definition of the desired outcome.