The Sales Rotation Add on package, is designed to help you automate the process of managing your new Web enquiries.
Use the Sales Rotations to mangage your enquiries that you receive from your Website and other external sources by allocating these enquiries to Sales Agents on a rotational basis and creating tasks for the Sales Agent to follow-up the enquiry.
How the Sales Rotation works
The Package adds a picklist field called "Rotation Name" to the Request object to enable you to define a Sales Rotation for new enquiries to be allocated to.
This field matches a Sales Rotation record that has a list of Agents for the new enquiry to be allocated to. The Package will then, on a rotation basis, allocate the new enquries to the agents to follow-up.
Sales Rotation Notifications
When a new enquiry is assigned, a Task is created for the Agent and an email notification is sent to the Sales Agent to follow up.
If you are ready to Set up Rotations, click here for a detailed step by step guide.
For more infomatoin please review the Rules, Advanced and FAQ tabs.
Sales Rotation Assignment Rules
- The Rotation is based on the list of Assigned Members within the Rotation.
- To be eligible for allocations the Sales Rotation Members need to be made Active in their User Profile. There the checkbox "Sales Rotation Active" has to be checked.
- Sales Rotation Members can have Rostered Days on and Rostered Days off, and will be skipped in the Rotation if they are not rostered on. The Rostered Days on is defined on the Users Profile. The days will be introduced in the field: "Working days".
- If a new enquiry is made after 4pm Sale Rotation will treat that enquiry as being made the following day and allocate it accordingly. For example if an enquiry is made at 9pm it will be allocated to Agents rostered on for the following day.
- If the client is already in the database, the Agent who already owns that Contact will be notified that the client is re-enquiring and allocated that enquiry.
- If there are no Active Members, the Package will assign the Request to the Default Rotation User.
- If the Default Rotation User is not an active user of Propertybase, an email will be sent to all PB Admin users.
- If no valid Rotation exists, an email will be sent to all PB Admin users.
Advanced Concept - Multiple Rotations - A Development Project Example
As an example the Package provides you with the flexibility to have multiple Sales Rotations set up to manage the Organisation’s requests and assign these requests to Agents working on different Projects.
Each Project can have a separate Sales Rotation, with a different list of Users for each project with the enquiries being allocated among those agents.
New enquiries need to define in the Rotation Name field on the Request object which Sales Rotation the enquiriy should be allocated to.
Here are the FAQs for Sales Rotations
Firstly let Propertybase Support know that you would like to install the Sales Rotation and we can install this for you. Once this has been installed, you can follow the instructions in this help file: How to set up Sales Rotations, to get your Sales Rotation up and running.
You can have a separate rotation for each project and use the name of the project as the Name of each Sales Rotation.
Yes you can manually assign the enquiries to the rotation from the Request record by simply choosing the Sales Rotation from the Rotation Name picklist field.
If you are using the WebToProspect API to create new contacts in Propertybase then you will have to ask your Web Programmer to add in the API Field name for the Sales Rotation (pbasr__Rotation_Name__c) on the Request object to the data submitted through the API. The package will then allocate the enquiry accordingly.
If you are not using the WebToProspect API then you will have to create internal workflows to set the Rotation Name field on the Request object in accordance with your own defined workflow trigger.
If you want to take an agent out of an allocation temporarily you can deactivate them by editing their member record and unticking the 'Active' checkbox. You can reactivate them to the Rotation, by ticking this Acitve checkbox on their member record.
If a Sales Agent is on sick/holiday leave or has left the organisation you can deactivate them from all rotations from their User Record by simply unticking the Sales Rotation Active tickbox. Once they have returned from leave, you can reactivate them to all Rotations, by ticking this Acitve checkbox on their user record.
This can be tracked by clicking on the Sales Rotation Member ID and viewing the assignment history for that user/rotation.
Additionally you could build a report on tasks and filter by the subject line of the task "Call Regarding New Enquiry".
Enquiries originated from the website are created by the Website User and the Website User allocates the enquiry and sets the tasks. If the tasks are being created on the wrong day then please ensure the Web Users Timezone (access through Build > Develop >Sites > Webservices) is set to the correct Timezone.
You can add a setting to your Propertybase Settings Tab to adjust this. Firstly enter the Name and Key as 'pbasr_Task_Subject', then in the Value enter the Subject Line that you would like the task to display.
Check Settings tab for sales_rotation_listing_match_fields to ensure the API name for the portal listing ID is inserted (e.g. pba__Broker_s_Listing_ID__c; CVIEW_ID__c). The portal listing ID must also be on the listing record. The ID will be located from the enquiry source and the listing to create an enquiry schedule.
By design, the email alert provides a link to the Propertybase so the
user can open the enquiry link to insert other relevant details in Propertybase, thus maximizing its value to your organization.
You can add the Sales Rotation Distributors setting, which allows you to list the user ids who automatically forward new enquiries of their contacts to the sales rotation instead of re-enquiring them to the user. Any enquiries by contacts owned by these users are treated as new enquiries and are rotated to a sales rotation member.
NB for Web to Prospect leads, when you add this Setting ensure that you add the Webuser ID as well to the list so that the leads are not assigned to the Webuser and are allocated correctly to the Rotation Members.