Lead Allocation System

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Lead Allocation System

  1. 1. Lead Allocation System (LAS) A3 Inc.
  2. 2. <ul><li>What is a lead? </li></ul><ul><li>How do we help the customer? </li></ul><ul><li>How do we acquire leads? </li></ul><ul><li>How do we distribute leads? </li></ul><ul><li>How is lead quality maintained? </li></ul>Introduction
  3. 3. <ul><li>Legacy LAS </li></ul><ul><ul><li>Asynchronous distribution of leads </li></ul></ul><ul><ul><li>Delayed reporting </li></ul></ul><ul><ul><li>Affiliates / Merchants low satisfaction rate </li></ul></ul><ul><li>New LAS </li></ul><ul><ul><li>On the spot allocation of leads </li></ul></ul><ul><ul><li>Based on lead geographical location (Zip Code) </li></ul></ul><ul><ul><li>Based on the lead acquisition rate ($0-$30) </li></ul></ul>Business Opportunity
  4. 4. <ul><li>Marketing department cost reduced by 60% within one year </li></ul><ul><li>IT department cost reduced by 15% within six month </li></ul><ul><li>Reduce Time for allocation the Leads from days to hours which will increase company revenue from 10% to 20% within six months. </li></ul><ul><li>Lead conversions Increased by 50%. Within six months </li></ul><ul><li>Partner’s / Affiliates satisfaction rate: Increased by 50% within one year </li></ul>Business Objectives
  5. 5. <ul><li>Real time allocation – Leads can be contacted as soon as they are allocated. The waiting time would reduce from days to a time period, in the seconds, that the marketing department deems appropriate </li></ul><ul><li>Marketing department – Increased conversion would make advertising for marketing department easier since they would now be able to market the business with a new niche </li></ul>Stakeholder's goals
  6. 6. <ul><li>Exclusive lead means assigning a lead to a partner who accepts a lead which it has no demand for </li></ul><ul><li>All transactions must be logged at granular level for debugging and legal purposes </li></ul><ul><li>Legal agreement between A3 Inc. and partners necessary </li></ul>Business Risks
  7. 7. <ul><li>Allocate lead to highest bidder </li></ul><ul><ul><li>Real time </li></ul></ul><ul><ul><li>Partners would bid or decline to bid for a lead </li></ul></ul><ul><ul><li>Lead would be allocated to the highest bidder </li></ul></ul><ul><ul><ul><li>Partners need to respond in a legally binding SLA </li></ul></ul></ul><ul><ul><ul><li>Partners would do not respect SLAs would be ignored even if their bid is the higest. This is very important to keep the system in a “Real Time” mode at all times. </li></ul></ul></ul>Major Features – Real time lead allocation
  8. 8. <ul><ul><li>Two interfaces </li></ul></ul><ul><ul><ul><li>Incoming leads </li></ul></ul></ul><ul><ul><ul><li>Publishing leads </li></ul></ul></ul><ul><ul><li>Algorithm for analysis and routing </li></ul></ul><ul><ul><ul><li>Analysis of the bids based on the SSN and Zip code </li></ul></ul></ul><ul><ul><ul><li>Routing the correct non-duplicate lead to a unique partner </li></ul></ul></ul>Major Features – Real time lead allocation
  9. 9. <ul><li>Assumptions </li></ul><ul><ul><li>Contractual Agreement </li></ul></ul><ul><ul><li>Completed integration </li></ul></ul><ul><li>Limitations </li></ul><ul><ul><li>System would not support advanced marketing analysis </li></ul></ul>Assumptions and Limitations
  10. 10. <ul><li>Company President </li></ul><ul><ul><li>Believes system is essential to the continued success and growth of the company </li></ul></ul><ul><li>Marketing Department </li></ul><ul><ul><li>Want the system to be accurate enough to free up their resources and also be able to market the system to: </li></ul></ul><ul><ul><ul><li>Potential Lead Allocation Buyers </li></ul></ul></ul><ul><ul><ul><li>Potential Lead Allocation Sellers </li></ul></ul></ul><ul><li>Developers </li></ul><ul><ul><li>Want the system to be easy to use and maintain </li></ul></ul>Stakeholders Profiles
  11. 11. <ul><li>Users </li></ul><ul><ul><li>Accurate System </li></ul></ul><ul><ul><li>Responsive </li></ul></ul><ul><li>Project Manager </li></ul><ul><ul><li>Successful Project </li></ul></ul><ul><ul><li>Be under budget and delivered on time with all known features </li></ul></ul>Stakeholders Profiles (Cont.)
  12. 12. <ul><li>Interface for Lead Allocation </li></ul>Project Priorities

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