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Follow the lifecycle of an opportunity in Bluebird.

Here’s a quick overview of how Bluebird ensures the right agent gets the right lead in seconds.
Scroll down to see a high-level timeline of the process.

Lead generated from one of your campaigns
A prospect shows intent through one of your lead capture funnels.
Instantly
Lead ingested into Bluebird application
The lead is ingested into the Bluebird account via email or API connection.
Instantly
Instantly
Pre-Flight Lead Enrichment
We query your internal data sources for additional lead information such as buying history, named accounts etc. We query Clearbit to add additional lead information. We can reorganize and score lead information using Open AI (optional).
Instantly
Instantly
Roster scored against the lead payload
Bluebird's patented routing engine scores the lead payload against your extended sales network to determine who is best suited to handle the lead. We use data points like, skillset, location, ongoing performance metrics and many other factors to decide who to offer the lead to, and in which order.
Instantly
Instantly
Check against business rules
We then look to see if there are any special considerations for business rules. Accounts can be setup to immediately offer the lead, hold for manual assignment, hold for business hours, or follow a custom rule.
Instantly
Route the lead
The lead is offered to the most applicable agent with a configurable amount of time with which to accept. If the agent does not accept within their time window the lead is offered to next best suited agent. If two agents score the same, round robin rules determine the first offer.

Bluebird is configurable to suit your business needs.
Agent accepts within exclusive time window
For simplicity, let's say the agent accepts the lead
The agent is now shown full lead details along with any additional data that was added during lead enrichment.
Agent accepts within exclusive time window
Within seconds
Customer is contacted
The agent is able to reach out to the customer safe in the knowledge that they have been provided a qualified lead that is right for their skillset.
Within seconds
Conversion capture
Agent accepts within exclusive time window
Analytics updated
Contact is logged. Post contact conversion flows begin. Performance score of the agent is updated. Lead acceptance status is pushed to your external CRM and systems.
Agent accepts within exclusive time window
Based on your timelines, or data within the lead
Post acceptance conversion capture
Once a lead has been accepted you can enable timely notifications to the lead handler to remind them to update conversion progress.

Lead handlers who provide this additional information will see an improvement in their performance score which results in more lead offers and promotes your high performing sales agents.
Based on your timelines, or data within the lead
Instantly
Updates pushed to your CRM
All data captured can be pushed to your CRM or any other system within your stack.
Instantly

Routing methodologies

Round robin, fastest finger, shark tank, or something else... Bluebird has you covered.

Different lead routing methodologies offer distinct benefits:

  • Round Robin ensures fairness by evenly distributing leads among agents, preventing overload and ensuring everyone gets a chance.

  • Shark Tank creates a competitive environment where the most proactive agents can claim the leads, often resulting in high engagement and motivation.

  • Fastest Finger rewards speed, giving the lead to the quickest agent, which can enhance responsiveness and lead to faster conversions.

Bluebird’s hybrid approach combines the strengths of these methods, optimizing fairness, speed, and agent motivation. This balance ensures that the right agent always receives the right lead at the right time, maximizing efficiency and conversion potential.

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How we AI.

The control you desire, augmented with AI and machine learning.

We believe in deploying lead management technologies that increase productivity and scalability while remaining transparent and configurable.

Pre-flight AI.

Generative AI to score and reorganize lead data.

Lead enrichment and pre-qualification scoring.

In-flight AI.

Patented narrow AI lead score and routing algorithm follows business rules you define.

On the fly agent performance based scoring.

Machine learning routing engine.

Agent-assist AI.

Post acceptance generative AI agent assistance tools.

Learn more about our product

Welcome to Bluebird

Let us show you how we can help create Lead Urgency & Adoption in your network.