Assigning qualified meetings

Sending new qualified prospects to AEs for demos isn't always as simple as assigning a prospect to the next AE in a list. How do you make sure your rep books are balanced? 

Sales doesn't stop when you route a lead

Optimize every assignment throughout your customer lifecycle - leads, demos, SAOs, accounts - with Gradient Works Assignment.

AEs to AMs

AE assignment can be complicated

Assigning new qualified prospects to your team's account executives is a chance to make sure all AEs have balanced opportunities relative to their quota capacity, giving them all a fair chance to meet their quota. AEs’ books can easily get out of balance, depending on how you assign new opportunities. 

For example, if you have a lot of variation in your sales cycles, some reps may end up holding on to opportunities for a long time and become overwhelmed with new opps, while other reps are moving through their opps more quickly. Capacity management is important to balance output across your sales team and over time.

Round robin assignment 

Most sales teams use some form of round robin assignment. It's a simple concept that always becomes more complex in practice. 

Almost every step of your customer lifecycle depends on some level of round robin assignments. It's a fundamental way to distribute ownership of leads, accounts, contacts, opportunities or anything else to a set of sales reps.

While round-robin assignment is "fair" because it distributes an equal number of leads to each rep in a group, it doesn't always give you the outcomes you're looking for. This means sales organizations almost always use a modified form of round robin in reality. You probably have some rules to deal with rep availability and capacity. You may weight certain accounts differently. Whatever you're doing, it's a lot more than just sending the next account to the next rep.

Gradient Works Assignment provides intelligent AE assignment, making sure new accounts and opportunities are sent to the right reps at the right time. 

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Pools vs pods

Some organizations adopt a "pod" model where BDRs and AEs work together in a small team. In this case, a BDR may always be handing off to the same AE which makes the assignment process pretty simple. The pod model is usually associated with a geographic territory model and suffers from many of the same resource allocation issues. However, it can be a good way to drive teamwork and camaraderie between BDRs and AEs.

Organizations that have moved beyond the geographic model, will often have a team of BDRs handing off to a team of AEs. While this is better than the pod model from a resource allocation standpoint, it makes assignment more complex - because at a minimum, it's necessary to use a round-robin system to allocate qualified leads to AEs.

AE assignment for the future of your business

With Gradient Works Assignment, you can optimize your account executive assignment. Working directly with your Salesforce, our technology can assign every new prospect to the right rep at the right time. Our advanced round robin techniques ensure you never drop another new opportunity on the floor again.

More than just AE assignment

Gradient Works can assign leads, opportunities, accounts, renewals, and so much more - for every handoff throughout your entire customer lifecycle.