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Outbound Sales

Why not give your best salespeople every lead?

Because your best salespeople run out of hours, and "best" is an average that hides specialists. Ranking agents and giving the top few first pick helps, but it has a ceiling: their hours run out, and the leads that needed a particular agent go to whoever is next.

New to BestPair? See what it is and how it works

Your best agents run out of hours

A top agent can only work so many leads a day. Send everything good to the top of the leaderboard and the rest of the leads still go to whoever is next. Rank-based routing improves the first few leads in each agent’s list and leaves the bulk of the floor where it was.

It can also spend those hours in the wrong place. The leads your floor calls "best" are not always the ones where a particular agent makes the difference. Where the agent makes the most difference.

"Best" is an average

Split the floor by type of lead and the order changes. An agent who looks middling overall can be your strongest on aged leads, on upgrade calls to existing customers, or on one product. Route by rank and that agent gets the leftovers, while your top agent works leads the middling agent would have closed better.

You can check this in your own history. Take your top agents and compare them, type of lead by type of lead, with the rest of the floor on sales per contact. Ignore types with only a handful of contacts. Where the order changes from one type to the next, rank-based routing is leaving sales behind.

A leaderboard answers "who sells the most?" The question that decides each sale is narrower: who sells best to this kind of lead, out of the agents who are free to take it?

Match the agent to the lead

Predictive pairing asks which kinds of leads each agent closes best, judged from your own call and sales history, and sends each lead to that agent inside the team your routing rules already chose. Each agent’s volume stays where you set it, and the work spreads across the floor instead of piling onto the top few.

Skills rules stay where they are. A licensed agent still takes the regulated product, and a Spanish speaker still takes the Spanish-speaking lead. Matching adds the last decision: which agent in that group gets this lead. How routing each lead to the right salesperson works.

It cannot be flattered by cherry-picking

When BestPair is measured, leads are split at random before the first call, so hot leads land in the control group at the same rate as in the matched group. Any extra sales cannot come from giving your best agents the easy work, because both groups get the same mix of easy and hard leads in the same weeks. How a lead routing change is measured.

Common follow-up questions

Is matching fair on commission?

Matching is not a leaderboard: it decides who works which lead from your own history, and each agent’s volume stays where you set it. Your commission plan stays yours; check how the new mix lands on it before you start.

Will our top performers lose their best leads?

Their mix of leads will change. Talk it through with them before the start; the control group shows whether their results hold up. Getting sales agents to accept it.

Should our closers still get the hot leads?

Test it before you assume it. A buyer who has already decided tends to buy from whoever answers, so a lead like that in a top agent’s list uses up an hour that could have gone on a lead only that agent would close. Report high-intent leads separately when you measure.

Where to next

Would it be a bad idea to spend 45 minutes finding out?

If your shop does not qualify, you will hear it on the call, not after you have paid for a report.

Book a 45-minute fit call