Method, apparatus, and computer program product for lead assignment

An apparatus comprising at least one processor and at least one memory including computer program code, the at least one memory and the computer program code configured to, with the at least one processor, cause the apparatus at least to:

• receive a list of merchant data,
• wherein the list of merchant data comprises:
• one or more merchants;
• and
• for each of the one or more merchants, (i) a sales value score that is based on an expected booking amount, (ii) a list of one or more virtual offers for which the merchant is identified as able to meet, (iii) a quantity of each of the one or more virtual offers that the merchant is able to meet, and (iv) contact information;
• access sales resource data from a sales resource database utilizing a lead assignment module, the sales resource data indicative of a plurality of sales resources responsible for closing contracts with the one or more merchants, the sales resource data comprising at least the plurality of sales resources and an associated capacity for contacting one or more merchants;
• perform an iterative assignment process, the iterative assignment process comprising:
• calculate, for each of the plurality of sales resources, an assignment probability number based on the associated capacity, wherein the assignment probability number represents a probability that a sales resource will be randomly assigned a next merchant from the one or more merchants in an assignment process, and wherein calculation, for each of the plurality of sales resources, of the assignment probability number comprises determining whether the associated capacity of a sales resource meets a predetermined threshold, and in an instance in which the determination yields a result indicative of the associated capacity of the sales resource failing to meet the predetermined threshold, increasing the assignment probability number;
• assign merchant data associated with the next merchant from the one or more merchants to a prioritized call list associated with a first sales resource at random in accordance with at least the assignment probability number of each of the one or more sales resources;
• determine the next merchant from the one or more merchants to be assigned, the one or more merchants being prioritized by sales valued score;
• adjust the associated capacity of the first resource while maintaining the associated capacity of each remaining sales resource of the plurality of resources;
• generate the prioritized call list for each of the plurality of sales resources,
• wherein the prioritized call list comprises merchant data associated with each merchant assigned to a respective sales resource during the iterative assignment process, each merchant unique to the respective sales resource, and corresponding merchant data comprising at least the corresponding list of one or more virtual offers for which the merchant is identified as able to meet, the quantity of each of the one or more virtual offers that the merchant is able to meet, and the contact information;
• and
• cause display of the prioritized call list associated with the first sales resource upon access to the promotion and marketing system by the first sales resource.

A computer program product comprising at least one non-transitory computer-readable storage medium having computer-executable program code instructions stored therein, the computer-executable program code instructions comprising program code instructions for:

• Receiving a list of merchant data,
• wherein the list of merchant data comprises:
• one or more merchants;
• and
• for each of the one or more merchants, (i) a sales value score that is based on an expected booking amount, (ii) a list of one or more virtual offers for which the merchant is identified as able to meet, (iii) a quantity of each of the one or more virtual offers that the merchant is able to meet, and (iv) contact information;
• accessing sales resource data from a sales resource database utilizing a lead assignment module, the sales resource data indicative of a plurality of sales resources responsible for closing contracts with the one or more merchants, the sales resource data comprising at least the plurality of sales resources and an associated capacity for contacting one or more merchants;
• performing an iterative assignment process, the iterative assignment process comprising:
• calculating, for each of the plurality of sales resources, an assignment probability number based on the associated capacity, wherein the assignment probability number represents a probability that a sales resource will be randomly assigned a next merchant from the one or more merchants in an assignment process, and wherein calculation, for each of the plurality of sales resources, of the assignment probability number comprises determining whether the associated capacity of a sales resource meets a predetermined threshold, and in an instance in which the determination yields a result indicative of the associated capacity of the sales resource failing to meet the predetermined threshold, increasing the assignment probability number;
• determining the next merchant from the one or more merchants to be assigned, the one or more merchants being prioritized by sales valued score;
• assigning merchant data associated with the next merchant from the one or more merchants to a prioritized call list associated with a first sales resource at random in accordance with at least the assignment probability number of each of the one or more sales resources;
• adjusting the associated capacity of the first resource while maintaining the associated capacity of each remaining sales resource of the plurality of resources;
• generating the prioritized call list for each of the plurality of sales resources,
• wherein the prioritized call list comprises merchant data associated with each merchant assigned to a respective sales resource during the iterative assignment process, each merchant unique to the respective sales resource, and corresponding merchant data comprising at least the corresponding list of one or more virtual offers for which the merchant is identified as able to meet, the quantity of each of the one or more virtual offers that the merchant is able to meet, and the contact information;
• and
• causing display of the prioritized call list associated with the first sales resource upon access to the promotion and marketing system by the first sales resource.