Salespanel helps you easily set up a process to segment your leads and route them to regional sales teams. This is helpful if your customers come from different regions and will benefit from talking to local support.
Step 1: Setting Up Segments within Salespanel to group leads
To start, create segments on Salespanel based on your key demographics. Segments can be created on the basis of city, country, and region. When you create segments, leads belonging to different regions are automatically added to respective segments in real-time.
Step 2: Assign segments to your regional sales teams
Next, you can either add your sales team on Salespanel and assign them to leads on their respective segments. You can also set up a process where your sales team is notified when leads are added to regional segments.
If you want to assign leads to sales on your CRM, create a lead transfer system to your CRM through direct integrations, Zapier or API and map an identifier to group them on your CRM and assign them to the correct sales teams.
Once you have set this up, you can create an efficient lead routing process for your sales to take over regional leads and close the deals.