Route with precision. Engage without friction. See the whole picture.
Get every opportunity to the right person—no matter how complex your business.
Bluebird Route
The decision engine behind every opportunity.
Routing is about more than choosing who receives a lead. Bluebird's differentiation is its ability to make an intelligent decision, account for real-world constraints, and continually adapt when the initial assignment doesn't work.
Integrations
Good things happen when your systems get along.
From lead generation to business analytics Bluebird captures data effortlessly and informs your other platforms.
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Frequently Asked Questions
How does Bluebird route leads to independent agents, dealers, resellers and other salespeople who aren't internal employees?
Bluebird Route evaluates each lead in real time, applies the brand's specific business rules and offers it to the best available agent in the external network, whether they are contractors, dealers, agents, installers, resellers or channel partners. Recipients get the lead by SMS or email, so there are no portals or apps to install.
Bluebird Route
What routing models does Bluebird Route support?
Route adapts to whatever model is most effective for activating your sales network. Select examples of lead routing models include Round Robin (fair distribution across the roster) and Smart Round Robin with scoring thresholds, Territory and geography (region, market or service area), Weighted Performance (top performers first), Skills- and Availability-Based (buyer matched to the best-equipped rep), and Smart Routing (capacity, expertise, availability and conversion performance in one decision). These models can be combined. Team-based distribution and AI-assisted prioritization are also available.
Bluebird Route
How does Bluebird automatically match each lead to the best salesperson?
For every opportunity, Route weighs geography, product expertise and certifications, availability and office hours, response speed and acceptance history, win rates, lead source and value, team rules and custom tags. Its patented narrow-AI scoring and routing algorithm follows the rules you define, while a machine-learning engine scores agents on the fly by performance.
Bluebird Route
Can Bluebird handle complex territories and field sales teams?
Yes. Territory routing matches opportunities by region, market or service area, defined by zip or postal codes, radiuses or custom polygons. Team hierarchies and regional business rules let you layer territory logic with skills, availability and performance. Field reps receive leads on their phone by SMS or email, wherever they are.