Apollo uses Bluebird to route leads in real-time to the right agent using predictive scores and various other factors. Matching the right lead to the right agent improved our close rate by 20% and also improved overall customer satisfaction. Bluebird has become a critical part of optimizing our lead flow and close rate.
Apollo uses Bluebird’s advanced lead routing logic to check availability among the sales team when distributing leads.
Through faster response times and improved matching, Bluebird has created a stronger sales experience for each lead resulting in a 20% boost in conversion rates for Apollo.
High lead volumes spread across both a wide geography and range of products can complicate the sales process. This is a common occurrence in the insurance industry; which can lead to dormant leads and missed revenue opportunities.
Speed2Lead is essential in any highly competitive industry, and without the proper tools in place to ensure the quick connection of a customer to sales, money can be left on the table.
A complex sales process with a high volume of leads from a wide range of products that were spread across multiple geographies was drastically complicating lead management for Apollo. As a result, they were struggling with common problems in the insurance industry: missed revenue opportunities because of delays in responding, and leads unknowingly going dormant.
In such a highly competitive industry, the delays contribute to material decreases in conversion rates. Efforts to manage the problem had created many time-consuming manual processes and error-prone spreadsheets.
Adding to Apollo’s concerns, onboarding new sales agents, customizing workflows to match their roles, and efficiently scheduling lead responses had become a tangled and costly mess. This situation is all too common in the world of high-volume lead management, where companies struggle to make off-the-shelf CRM solutions or makeshift, homegrown systems work seamlessly for coordinating their agents to prospects coverage.
Bluebird, via Speed2Lead and Perfect Match, ensures every lead is handled by a qualified sales representative within seconds.
The expensive and fragile process of continuously onboarding new agents and creating new workflows every time has now been eradicated. Bluebird’s real-time integration with Apollo’s HubSpot queues guarantees a seamless update of workflows and Perfect Match algorithms for agents, ensuring efficiency and precision.
Through Bluebird, Apollo Cover is able to incorporate both hard and soft rules into their routing logic. This allows for a system which accounts for agent performance and optimization while always meeting the mandatory criteria that is necessary when distributing leads.
Features such as daily, monthly, and open lead limits help to ensure the leads are adequately spread out across their sales network. This has helped to improve both the fairness of distribution across their teams, and the effectiveness of each agent in dealing with their assignments.
Each and every lead is accounted for immediately and by the best suited sales representative available.
Flexible deployments of Bluebird allow clients to achieve the benefits of a sophisticated lead routing software without any disruption to their existing tech stack. This has allowed Apollo to build rules which assign leads within their existing CRM without having to worry about a learning curve for their sales teams.
Dynamic routing rules which are based off of existing lead statuses in the CRM are managed through our API connections, allowing Bluebird to seamlessly communicate with other platforms.
