priority based sales rep assignment
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Priority Based Sales Rep Assignment
Hello everyone, I’m currently working on determining the most effective way to assign sales to the appropriate sales representative. The challenge is that each of the three business units uses a different method for assigning sales, and within those units, individual segments may follow their own distinct rules as well. What would be the best approach to handle this? Some examples of the current assignment methods include: - Proprietary SKUs → Sales rep (This should always be rule #1) - Business Unit → Ship-to → Sales rep - Business Unit → Territory → Sales rep - Any sale not captured - (This will serve as a fallback for any cases not captured by the rules above; however, it should be minimal, as the primary rules are expected to cover the majority of scenarios.)Solved924Views2likes4Comments