Routing Algorithms in Route to Team in PowerRouter

In this article, we'll explore the different routing algorithms used in Route-to-Team within PowerRouter.

In Route-to-Team, records are assigned to the team members using one of the following algorithms:

• Round Robin: The Round Robin algorithm evenly distributes leads among team members in a cyclical fashion. This ensures a fair and balanced workload for each team member.
• Weighted: Weighted Assignment allows for leads to be assigned based on weights assigned to each team member. This is useful when team members have varying levels of expertise or workload capacity.
• Load Balancing: Load Balancer dynamically distributes leads based on the current workload of each team member. It aims to maintain an even distribution by considering factors such as availability and capacity.
  
  

1. Round Robin Algorithm:

The Round Robin algorithm is used in Route-to-Team to distribute leads equally among team members. To configure it:

1. Edit Route-to-Team for configuring it for Round Robin.
2. Select the AE Team from the dropdown ‘Choose team to route leads to’.
3. Select the Round Robin Algorithm from the dropdown ‘Choose an algorithm to route leads to this team’.
   
   

For example, let's consider an AE Team with three dedicated members: Chris Russell, Dave Sanders, and Ellen Thomas. The team is assigned 10 leads (L1 to L10) through the Round Robin algorithm as follows:

• Chris Russell: L1, L4, L7, L10
• Dave Sanders: L2, L5, L8
• Ellen Thomas: L3, L6, L9

This distribution ensures that each team member receives an equal number of leads, promoting fairness and systematic lead handling.

2. Weighted Algorithm:

The Weighted algorithm is used to assign leads based on weights assigned to team members. To configure it:

1. Edit Route-to-Team for configuring it for Weighted.
2. Select the AE Team from the dropdown ‘Choose team to route leads to’.
3. Select the Weighted Algorithm from the dropdown ‘Choose an algorithm to route leads to this team’.
4. Add required weights to the team members by clicking on the + icon on the right side of every team member.

For example, Consider an AE Team with three dedicated members consisting of: Chris Russell (Weight: 3), Dave Sanders (Weight: 2) and Ellen Thomas (Weight: 1). The team is being assigned a set of 10 leads (L1 to L10) through the Weighted algorithm for lead distribution:

• Chris Russell (Weight: 3): L1, L4, L6, L7, L10
• Dave Sanders (Weight: 2): L2, L5, L8
• Ellen Thomas (Weight: 1): L3, L9

This optimized lead distribution ensures that each member handles an appropriate workload based on their assigned weights, promoting fairness and efficiency.

3. Load Balancer Algorithm:

The Load Balancer algorithm dynamically balances lead distribution based on changing team dynamics. To configure it:

1. Edit Route-to-Team for configuring it for Load Balancer.
2. Select the AE Team from the dropdown ‘Choose team to route leads to’.
3. Select the Load Balancer Algorithm from the dropdown ‘Choose an algorithm to route leads to this team’.
4. Select the time period based on which the load will be balanced among team members.

• Hourly: When the hourly time period is selected, the algorithm takes into account the workload based on assignments that occurred within the preceding 60 minutes.
• Daily: When the daily time period is selected, the algorithm factors in the workload based on assignments that have occurred on the current day or today.
• Weekly: When the weekly time period is selected, the algorithm factors in the workload based on assignments that have occurred this week.
• Monthly: When the monthly time period is selected, the algorithm factors in the workload based on assignments that have occurred this month.

For example, Consider an AE Team with three dedicated members: Chris Russell, Dave Sanders and Ellen Thomas. The team is assigned a set of 10 leads (L1 to L10) through the Load Balancer algorithm for lead distribution based on hourly basis. 

Initial Distribution: During the starting phase, with Chris Russell on leave, 6 leads were initially assigned to Dave Sanders and Ellen Thomas:

• Dave Sanders: L1, L3, L5
• Ellen Thomas: L2, L4, L6

Dynamic Adjustment: Upon Chris Russell's return, the Load Balancer algorithm dynamically balanced the lead distribution:

• Chris Russell: L7, L8, L9, L10
• Dave Sanders: L1, L3, L5
• Ellen Thomas: L2, L4, L6

The Load Balancer algorithm ensures adaptability to changing team dynamics, effectively redistributing leads based on hourly requirements. This dynamic approach enhances overall team efficiency and responsiveness, allowing for seamless integration of team members, even in situations such as leave periods or varying workloads.