Cloud Kicks uses channel partners for selling and servicing its “Shoe of the Month” club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate.
What can be done to increase partner satisfaction with the Leads being shared?
- Configure Einstein Insights prior to Leads routing to the partner channel.
- Utilize the Partner Lead Validator to populate a Lead score and assign to a partner channel queue.
- Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.
- Utilize the Lead score on the Find Duplicate button, and then assign the Leads with a score in the high category.
- Configure a custom lead score field to assess Lead quality, then assign the Leads that exceed this score to partners.
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