Assignment Engine

The Zift Solutions Assignment Engine is a powerful and versatile tool that allows you to automatically distribute incoming work based on your business rules. The two most common uses are assigning a Lead to a Partner or assigning a new Partner to a specific Partner Account Manager.

Historically, Leads have been assigned to Partners based on Location or vertical market and each new Partner was assigned to the closest distributor. This simple assignment model does not factor in the performance of individual Partners nor does it incentivize Partner engagement. It also demands considerable management. With the Assignment Engine, Zift Solutions allows you to bind Lead assignment to Partner Performance and to evaluate the best target for new work.

The Zift Solutions Assignment Engine works best when paired with an Activity Scoring Scheme. The combination of these two Zift Solutions features allows you to build a sophisticated distribution model that is consistent and adapted to your specific program objectives. Beyond routing, the Assignment Engine can also notify users when they are assigned a lead or partner. Partners have the option to accept or reject assignments. The Assignment Engine supports this by handling the reassignment to the next-best-match user.