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Benefits
Automatically assigns inbound leads to the most suitable sales representative based on geographic region and language compatibility. Sends notifications or updates the CRM accordingly.
Problem Addressed:
Previously, leads were manually routed to sales reps, leading to delays, mismatches in regional/language support, and inconsistent follow-ups. High-potential leads were often lost due to misalignment or response time issues.
What the Agent Does:
• The agent automatically evaluates new leads against the Sales_Reps table, assigning them based on region and language fit.
• It then either sends an instant notification to the assigned rep or updates the CRM, ensuring quick and accurate follow-up.
Standout Features:
• Auto-assignment using region and language logic
• Instant rep notifications or CRM updates
• Dynamic match based on real-time rep availability or workload
• Audit trail of lead assignment
• Seamless integration with lead intake systems
