HubSpot Ideas

tpittman11

Equal Distribution of Round Robin Meetings Instead of Randomized

This feature would allow for a new option to the round-robin meeting functionality that would allow the meetings to be distributed equally over a certain time frame (weekly, monthly, etc.) to the eligible round robin group instead of a completely random distribution.  A random distribution makes it mathematically possible for uneven distribution of meetings, which is unfair if you're using the round robin function to distribute meetings Sales reps need to attain their monthly quota. For my business, we use the round-robin meeting rotation to schedule incoming website demo requests of our software. Naturally, our sales team would like Hubspot to distribute the demo requests evenly pending availability of their calendars. 

 

Here is an example of my desired functionality with the caveat that all reps are available during the requested meeting times:

 

  • Demo Request 1 - Random distribution between Rep A, B, C --  Rep A wins demo.
  • Demo Request 2 - Random distribution between Rep B, C -- Rep B wins demo (Rep A excluded due to 1 demo request won already this week).
  • Demo Request 3 - Rep C Automatically wins (Due to Rep A and B being excluded due to already winning 1 demo request each)
  • Demo Request 4 - Random distribution between Rep A, B, C.  Rep B wins demo.

 

 

6 Replies
jmoberger
Member

I want this too! If BDR's use rotating meeting links, its very difficult to keep rotations even because the "more open" calendar wins. This also creates a situation where the AE with the least busy calendar (not a good thing) gets the most deals from BDR's. 

setheryb
Contributor

Agreed. This would be huge for us and would likely result in us rolling out the tool more widespread across the company.

pdionne
Member

In other parts of HubSpot, "roundrobin" is used to describe rotating between individuals. However, when there is a shared meetings link using roundrobin, it is assigning to any person who is available for the timeslot chosen by the end user. The result is that when multiple meetings are booked, the current HubSpot solution will give more work to the person whose calendar is more open. I can certainly see instances where that would be desirable. However, what we need is to rotate work evenly among sales reps. Perhaps you can give the option to choose between "roundrobin" and "first available" when setting up a joint calendar. Would that be possible?

petercutler
Member

Paul,

Thank you for this suggestion.  As a midsized company this would help move HubSpot to help other midsized companies.  Currently, the HubSpot sales solution only works for companies with less than 10 people or B2C companies.

Peter

CarlyStevens
Participant

Definitely need this.

glencornell
HubSpot Product Team

Hi Community!

 

We've updated the Round Robin logic in Team Meetings links so that meeting bookings are distributed more equally across the team. Previously, if multiple users associated to a Round Robin link were available, the Round Robin link would select a user at random, unless prefer contact owner is enabled.

 

Now, Round Robin links will select and schedule the meeting with the user that has gone the longest time without being assigned a meeting. This will allow the greatest amount of booking flexibility for contacts scheduling time, and provide an even distribution of calendar bookings over time.