Lead Routing

Smart lead routing for optimal results – so every lead finds the right place

Efficient lead routing is the key for successful customer engagement. With BSI, leads are automatically assigned to the appropriate agency based on clearly defined criteria such as exclusive territories, individual customer preferences or handling multiple requests. This ensures that every lead receives optimal support, resulting in maximum satisfaction and better closing rates.

Efficient

Automatic assignment of leads to the appropriate agency

Customer approach

Contact at the right time via the preferred channel

Customer satisfaction

Optimal support for better closing rates

THE CHALLENGE

What are the challenges?

Not every customer fits every consultant. Sometimes geographical proximity is important, sometimes certain skills are required, and sometimes it’s simply a matter of responding quickly. In addition, there are various communication channels, individual preferences, special service cases or complex requests. Keeping track on all of this at the same time makes lead routing a real challenge.

Solutions

The solution? It’s BSI.

BSI ensures that every lead is automatically assigned to the right consultant – based on skills, availability, proximity and individual customer preferences. This way, everything is coordinated intelligently, no requests are lost and customers receive exactly the support they need.


Contact strategy

Can we contact the customer on the preferred channel on the specific topic at the moment?

Consultant strategy

Who should look after the customer? Who is geographically as well as demographically close? Or are certain skills required?

Capacity

Which consultant has a fast response time and sufficient capacity to carry out the appointment?

Action strategy

Where does the customer currently stand? Can we offer our new product or does she perhaps need support because something has gone wrong?

Service strategy

How accommodating should we be with the customer? Are standard processes the only option for solving the problem or is it a case for “higher up”?

Vorteile

Advantages for everyone

Every lead is assigned to the right consultant

BSI ensures that leads are automatically assigned based on skills, capacity, proximity and customer preference.

Fast response, happy customers

Thanks to smart prioritization, consultants can immediately see which leads need attention, enabling them to act instantly.

Individual support without stress

Whether it’s the channel, service level or special customer requests – BSI takes everything into account, thus ensuring that every customer receives optimal support.

Portrait of René Konrad, Community Manager Banking at BSI Software

Let’s talk

I would be happy to assist you at any time.


René Konrad

Community Manager Banking


+41 58 255 96 72 

rene.konrad@bsi-software.com

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