Route with precision. Engage without friction. See the whole picture.
Bluebird Route
The decision engine behind every opportunity.
Routing is about more than choosing who receives a lead. Bluebird's differentiation is its ability to make an intelligent decision, account for real-world constraints, and continually adapt to your changing business landscape.
Integrations
Good things happen when your systems get along.
From lead generation to business analytics Bluebird captures data effortlessly and informs your other platforms.
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Bluebird Route evaluates each lead in real time, applies the companies specific business rules and offers it to the best available sales rep or agent in the external network, whether they are contractors, dealers, agents, installers, resellers or channel partners. Recipients get the lead by SMS, email, and Android Auto and Apple CarPlay so there are no portals or apps to install.
Bluebird 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. We have yet to come across a routing model we couldn’t accommodate. Contact us if you have a challenge for us!
For every opportunity, Bluebird Route weighs geography, product expertise and certifications, availability and office hours, response speed and acceptance history, win rates, lead source and value, team rules and custom tags. Its patented narrow-AI scoring and routing algorithm follows the rules a company defined, while a machine-learning engine scores agents on the fly by performance.
Yes. Territory routing matches opportunities by region, market or service area, defined by zip or postal codes, radiuses or custom polygons. Team hierarchies and regional business rules let you layer territory logic with skills, availability and performance. Field reps receive leads on their phone by SMS, email, Android Auto and Apple CarPlay meeting them wherever they are.