Sales Hub Tools

allhandl
Member

Round Robin in RealTime while on Phone

SOLVE

We operate as an SDR to AE handoff model with 'meetings' being set up. How do you guys handle Round Robin deals for instant handoff while lead is on the phone?

 

In other words, we want to be able to transfer the call to a AE team in round robin fashion but only want it to go to people based on their schedules (and/or if active).

 

note a standard meeting link has 15 min 'notice' times so no one is ever technically available. thoughts?

1 Accepted solution
warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Round Robin in RealTime while on Phone

SOLVE

@allhandl - This is probably more suitable for your dialer solution.  Your phone system may be able to integrate and tell you who the next available agent is in real-time.  Also, you can create a workflow that would assign a deal to the AE in a round-robin fashion and notify them. The problem with the workflow is that you are trying to do it immediately.  That is why your dialer solution would work best to help manage those important sales calls.

 

Two HubSpot Apps that could work:

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

View solution in original post

0 Upvotes
warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Round Robin in RealTime while on Phone

SOLVE

@allhandl - This is probably more suitable for your dialer solution.  Your phone system may be able to integrate and tell you who the next available agent is in real-time.  Also, you can create a workflow that would assign a deal to the AE in a round-robin fashion and notify them. The problem with the workflow is that you are trying to do it immediately.  That is why your dialer solution would work best to help manage those important sales calls.

 

Two HubSpot Apps that could work:

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

0 Upvotes