Route your leads to the right team

Route your leads to the right team

Route your signups to your sales and/or marketing teams to increase your conversion rate.

Why routing your leads to the right team?

  • Provide better service to your signups
  • Increase your conversion rate
  • Feed your sales with leads x5 more willing to convert
Route your signups to your sales and/or marketing teams to increase your conversion rate.

Our customers reduced their time to respond by 50% in average

Your signups deserve a best-in-class service in order to appreciate the value of your product and determine wether your solution is a good fit for them or not.

Automate marketing engagement communications and campaigns for signups qualifying for self-service plans, or automate lead assignment to your sales team when it is qualifying for human-touch and sales-led process.

Recommended views and triggers to Follow-Up


  • Self-service plans
  • Sales-assisted plans

What is lead routing?

Lead routing, also known as lead assignment, is the process of distributing incoming leads among sales reps or teams based on specific criteria. It is a crucial aspect of sales management that helps ensure that leads are handled effectively and efficiently, maximizing the potential for conversion.

Key Benefits of Lead Routing:

  1. Improved Lead Response Time: By automatically routing leads to the most relevant sales rep, response times can be significantly reduced. This demonstrates responsiveness and urgency to potential customers, increasing the likelihood of engagement and conversion.
  2. Enhanced Sales Productivity: Lead routing ensures that sales reps are focused on leads that match their expertise and experience. This specialization allows them to handle leads more effectively, leading to increased productivity and a higher conversion rate.
  3. Fairer Lead Distribution: A well-defined lead routing system ensures that all sales reps have an equal opportunity to work with high-quality leads. This helps prevent favoritism and promotes a sense of equity among the sales team.
  4. Optimized Resource Allocation: Lead routing allows businesses to allocate their sales resources effectively. By identifying the most suitable reps for each lead, companies can ensure that their sales team is working on the most promising opportunities.
  5. Data-Driven Decision-Making: Lead routing systems can be tailored to specific criteria, such as lead source, location, industry, or deal size. This allows businesses to make data-driven decisions about how to allocate leads, maximizing the overall marketing ROI.

Types of Lead Routing:

  1. Round Robin: This method assigns leads to sales reps in a sequential manner, ensuring that all reps receive an equal share of leads.
  2. Priority-Based Routing: Leads are prioritized based on their assessed value or likelihood of conversion. High-priority leads are assigned to more experienced or specialized reps.
  3. Skill-Based Routing: Leads are assigned to reps based on their expertise and experience in specific areas. This ensures that leads are handled by those with the most relevant knowledge and skills.
  4. Predictive Routing: Leads are routed based on predictive models that analyze historical data and customer behavior. This method aims to identify the most suitable rep for each lead based on their past performance.

Effective Lead Routing Strategies:

  1. Define Clear Criteria: Clearly define the criteria for lead routing, including lead source, location, industry, deal size, and any other relevant factors.
  2. Implement Automation: Utilize lead routing software or integrate CRM systems to automate the lead assignment process. This ensures consistent and efficient lead distribution.
  3. Monitor and Refine: Regularly monitor the performance of the lead routing system and make adjustments as needed. This ensures that the system remains effective and aligned with business goals.
  4. Involve Sales Reps: Collaborate with sales representatives to gather feedback and input on the lead routing process. Their insights can help improve the system's effectiveness.

By implementing an effective lead routing strategy, businesses can improve lead response times, enhance sales productivity, ensure fairer lead distribution, optimize resource allocation, and make data-driven decisions. This ultimately leads to increased lead conversion rates, improved sales performance, and a stronger bottom line.

What are the difference between self-service and sales-assisted deals?

Self-service and sales-assisted deals are two different approaches to sales that involve different levels of customer involvement and interaction with salespeople.

Self-service deals are those in which customers are able to complete the entire purchase process on their own, without the need for direct interaction with a salesperson. This typically involves providing customers with access to product information, online ordering capabilities, and customer support resources. Self-service deals are often used for low-cost, commoditized products or services, or for customers who prefer to handle their purchases independently.

Sales-assisted deals, on the other hand, require more hands-on involvement from salespeople. This may involve providing customers with personalized product recommendations, negotiating pricing, or resolving complex technical issues. Sales-assisted deals are often used for more expensive or complex products or services, or for customers who need more guidance throughout the purchase process.

Here is a table summarizing the key differences between self-service and sales-assisted deals:

Why is it important to route the leads to the right team?

Routing leads to the right team is crucial for businesses as it ensures that every lead receives the proper attention and expertise. It helps businesses to:

  1. Improve lead conversion rates: When leads are routed to the right team, they receive personalized and relevant information from experts who can address their specific needs. This increases the likelihood of converting leads into paying customers.
  2. Reduce lead drop-off: By ensuring that leads are not transferred between multiple teams unnecessarily, businesses can minimize the risk of leads getting lost or forgotten. This helps to keep leads engaged and moving through the sales funnel.
  3. Increase customer satisfaction: When leads are handled by the right team, they receive a more streamlined and efficient experience. This leads to happier customers and a more positive impression of the business.
  4. Boost team productivity: By routing leads to the team best suited to handle them, businesses ensure that their team members are working on tasks they are most qualified for. This increases their overall productivity and efficiency.
  5. Optimize resource allocation: Routing leads efficiently helps businesses to allocate their resources effectively. They can identify which teams are handling the most leads and adjust their staffing accordingly.
  6. Improve data accuracy: When leads are routed correctly, businesses can maintain accurate and up-to-date customer information. This is important for providing personalized service and targeted marketing campaigns.
  7. Facilitate collaboration: Routing leads to the right team can encourage collaboration and knowledge sharing among different departments. This can lead to better decision-making and a more cohesive customer experience.

Here are some specific steps businesses can take to ensure that leads are routed effectively:

  1. Define lead qualification criteria: Establish clear criteria for qualifying leads, such as industry, company size, and specific needs. This will help businesses to identify the most appropriate team for each lead.
  2. Implement a lead routing system: Use a lead routing system or workflow tool to automate the process of assigning leads to the right team. This can help to ensure that leads are not lost or overlooked.
  3. Train team members: Provide team members with training on lead routing procedures and the specific needs of their assigned segments. This will help them to provide the best possible service to leads.
  4. Monitor and evaluate: Periodically monitor the lead routing process to identify areas for improvement. Make adjustments as needed to ensure that leads are being routed efficiently and effectively.

By implementing these steps, businesses can ensure that their leads are routed to the right team, leading to improved lead conversion rates, increased customer satisfaction, and enhanced team productivity.

What is the impact of a bad routing of the leads?

Bad routing of leads can have a significant negative impact on a business. It can lead to a number of problems, including:

  • Reduced lead conversion rates: When leads are routed to the wrong team, they are less likely to get the attention and expertise they need to move through the sales funnel. This can lead to a lower conversion rate and fewer closed deals.
  • Higher customer acquisition costs: If leads are not routed correctly, they may be passed between multiple teams, resulting in delays and inefficiencies. This can increase the cost of acquiring new customers.
  • Increased lead drop-off: When leads are not handled quickly and efficiently, they are more likely to lose interest and abandon the sales process. This can lead to a higher lead drop-off rate and lost opportunities.
  • Reduced employee morale: When team members are constantly dealing with misrouted leads, they can become frustrated and disengaged. This can lead to lower morale and productivity.
  • Damaged brand reputation: If leads have a negative experience with a company, they may be less likely to do business with that company in the future. This can damage the company's reputation and make it harder to attract new customers.

Here are some specific examples of how bad lead routing can damage a business:

  • A lead from the healthcare industry is routed to a team that specializes in selling software solutions to businesses. The lead is not interested in software and becomes frustrated when they realize that they are not being handled by the right team. They eventually abandon the sales process.
  • A lead from a small business is routed to a team that specializes in selling enterprise-level solutions. The lead is overwhelmed by the complexity of the offerings and doesn't understand how they would benefit from the company's products or services. They lose interest and move on to another vendor.
  • A lead from a foreign country is routed to a team that only speaks English. The lead is unable to communicate effectively with the sales team and feels like they are not being understood. They give up on the sales process and look for a vendor that can better cater to their needs.

These are just a few examples of how bad lead routing can damage a business. By taking steps to ensure that leads are routed correctly, businesses can avoid these problems and improve their overall performance.

Recommended Automation to Follow-Up


High Customer Fit Notification to Sales: You have been assigned a new lead


  • Sales-assisted plans assignment
  • Self-service plans assignment
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