Development of a High-Performance Lead Assignment Automation System

The organization faces issues with a slow, unreliable lead assignment process stemming from limitations in their existing sync architecture. Incoming leads via CRM systems experience delays, data inaccuracies, and assignment errors due to complex business rules and data volume constraints. These issues lead to increased manual intervention, reduced responsiveness, and potential lost opportunities, impacting overall operational efficiency.

A rapidly growing real estate brokerage operating across multiple regions, managing a large, complex database of leads and agents, seeking to optimize lead distribution and improve operational efficiency.

• Design and implement a reliable, real-time lead assignment system that seamlessly integrates with existing CRM platforms.
• Reduce lead assignment errors and manual interventions, enhancing accuracy and speed.
• Increase data handling capacity to accommodate large and growing lead volumes without performance degradation.
• Improve system reliability and scalability to support future growth and additional lead flows.
• Provide detailed logging and testing frameworks to ensure consistent system performance and facilitate quick issue resolution.

• Bidirectional data synchronization between CRM and custom database to ensure real-time updates.
• An external, server-side application that encapsulates and executes the business logic for lead assignment.
• Use of database triggers to filter and preprocess leads before they enter the assignment workflow.
• Automated testing with comprehensive code coverage to validate business logic and system stability.
• Detailed logging at each step of the lead assignment process to monitor performance and troubleshoot issues.
• Performance benchmarking tools to ensure fast lead processing times, minimizing latency.

• CRM system for real-time lead data input and updates
• Database system supporting triggers for lead filtering
• Logging and monitoring tools for system performance and error tracking

• System must process leads within a target latency of under 2 seconds from input to assignment.
• Support a high volume of lead input, scaling seamlessly as volume grows.
• Ensure data security and compliance with relevant data handling standards.
• Maintain high system availability with 99.9% uptime.
• Implement automated testing to ensure 100% code coverage for business logic.

Implementing this automated, high-speed lead assignment system will significantly reduce assignment errors and manual workload, leading to increased operational efficiency and responsiveness. It is expected to handle large lead volumes reliably, improving lead conversion rates, and enabling the organization to scale more effectively. Overall, the project aims to deliver faster, more accurate lead distribution with measurable improvements in key performance indicators such as assignment accuracy, processing speed, and system reliability.