How to Use Round Robin Scheduling With CRM Software

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What Is Round Robin Scheduling?

Round Robin is a strategy for scheduling territorial sales, which sounds not only as to music to most ears, but it is also a very interesting topic for understanding for users of easy to use CRM software.

This is because Round Robin is a very effective strategy when it comes to sharing resources and is, therefore, a widely accepted and used lead assignment style in easy to use CRM software.

Now, the basic fundamental idea in Round Robin Scheduling strategy is that there must be an equal and even distribution of incoming leads within the sales reps, as it is not fair otherwise within the sales team.

However the fact remain that an impeccable and perfectly even lead distribution in sales may always remain an utopian dream even for the most organized sales teams, as there are always going to be a couple of unattended follow-ups of leads that are required to be assigned elsewhere, irrespective of whether you are using an extremely robust CRM like Salesforce or any other Salesforce Alternative CRM software that is mostly used by startups and small businesses.

In other words, Round Robin Scheduling is a lead assignment skill that allows leads to the members of the sales teams one after another until all the sales reps have a lead, after which the process will start again from the first assignee.

Now, the Round Robin Scheduling is most essential for all easy to use CRM software solutions as a dedicated lead assignment strategy is critical in sales, for, in the absence of one, your sales teams can end up losing as much as 90 percent of their productive work hours and also resources compensating for one.

Therefore Round Robin Scheduling can be explained in a few words as follows:

"ONE AT A TIME- ROTATIONALLY"

What Is Round Robin In Sales?

Actually, Round Robin Strategy is a rule for distribution that is built and set on a profound numeric logic.

Now when this distribution rules are implemented in your best small business CRM software that you are using for SMB in order to implement assigning of the leads, the quality of the data that is fed to the Round Robin algorithm plays a major part in effective implementation of this strategy which apparently seems smart and effective on paper.

In a best possible scenario where Round Robin works optimally it boils down to three factors:

  • Presence of a large quantity of data
  • An equally large number of assignees
  • Equally high-quality leads

How Round Robin Strategy Can Assist Sales Campaigns?

Round Robin strategy works together with the Sales Funnel and also for lead generation campaigns, which presents wastage of resources and loss of leads.

This is because Round Robin Strategy helps large enterprises to assign territorial teams with an equal number of new leads to the territorial groups.

The Math Behind How The Algorithm of Round Robin Works for Sales

The algorithm behind Round Robin performs the distribution of the leads based on a set of numbers.

In sales, assigning and distribution of emails/call and others, are based on qualifiers like “best call agent”, “next free agent”, etc.

Now let us assume there are 4 Sales Agents (SA) within a territorial team named:

  • SA1
  • SA2
  • SA3
  • SA4

And we assign priority to each of the Sales Agents which are based on variables like available sales agents, best sales agents, and others.

Imagine the priority of the agents to be SA3, SA1, SA2, and SA4.

Now after this let us set duration for lead handling for each of these Sales Agents, which signifies the time required by each agent to attend a lead.

Assume the lead handling durations are 4min, 2min, 4min, and 4min for SA1, SA2, SA3, and SA4.

Now during a lead flow for inquiry, let us assume the timeshare for each Sales Agent for handling the lead is 2min, after which the Sales Agent will be available on priority for assigning.

Therefore, the Round Robin assignments chart for 7 numbers of leads in this scenario will be:

Robin-Math

 

Conclusion

The lead assigning functionality in a rotational manner of the Round Robin Scheduling algorithm servers both enterprise-level and small businesses’ sales teams.

Hence in a gist, when incorporated in easy to use CRM , Round Robin lead assigning strategy helps territorial sales management enable balancing and equal segregation of email, call, web-leads among sales reps for boosting sales and thereby foster business growth.

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