In sales, timing is everything. When a lead comes in, the faster you act, the better your chances of turning that lead into a customer. This is where speed to lead becomes crucial. You want your team to follow up while the prospect’s still thinking about your product or service, not hours later when their attention has been shifted elsewhere. But how can you make sure this happens consistently? That’s where LeadAngel’s On-the-Spot Router comes into play, designed to help you get leads into the right hands in real-time.
Let’s picture and break down how LeadAngel’s On-the-Spot Router works and why it’s a game changer for sales teams.
Step 1: An SDR Requests an On-the-Spot Lead Transfer
It all starts when an SDR (Sales Development Representative) or operator in Salesforce notices a lead that needs immediate attention. Instead of waiting or going through manual steps, they trigger an on-the-spot transfer for the lead or contact through LeadAngel.
This is where speed makes a big difference. The traditional way of passing leads between teams or reps can lead to delays—delays that often mean lost deals. But LeadAngel’s system ensures the transfer happens right away, with no waiting.
Step 2: Lead to Account Matching Kicks In
Once the transfer request is made, LeadAngel steps in with its intelligent matching engine. The system automatically performs lead-to-account matching. This is particularly helpful in B2B sales, where different people from the same company might interact with your team at various stages.
Instead of creating a mess of multiple records, LeadAngel links the new lead to the correct account. This way, your team has the full context when reaching out. They know who they’re talking to, what the company’s past interactions have been, and how best to approach them.
Step 3: Smart Lead Routing in Real-Time
After matching the lead, the system routes it in real-time based on pre-set rules. Depending on your sales structure, this can look a few different ways:
- Team-based routing: The lead is assigned to a team through options like Live Claim or Direct Assignment, that specializes in a certain product or territory.
- Sales rep routing: The lead goes straight to the rep who is best equipped to handle it, either because of their experience or previous interaction with the account.
- Broadcast routing: The lead can be broadcast to several reps, or teams, letting whoever is available grab it first.
At this point, LeadAngel waits for a specific time frame for the rep to either accept or reject the lead. If they accept within the set time frame, it’s a green light to follow up right away, ensuring no lead gets overlooked or delayed.
Step 4: Instant Notifications Keep Everyone in the Loop
Clear communication is key in a fast-paced sales environment. Once the lead is routed, LeadAngel sends out instant notifications through multiple channels:
- Twilio sends SMS alerts to reps, so even if they’re not at their desks, they’ll know a lead is waiting.
- Slack notifications go out in real-time, keeping teams connected and making sure nothing slips through the cracks.
- Email notifications provide another layer of communication, ensuring the right people are aware of the handoff, no matter where they are.
This ensures that the handoff process is transparent, and everyone involved is in the loop—from the SDR who initiated the transfer to the rep responsible for follow-up.
Why On-the-Spot Routing is a Must-Have
At this point, you might be thinking, “Okay, this sounds useful, but why is on-the-spot routing such a big deal?” The answer lies in how it directly impacts your sales process:
- Speed to Lead: The faster you respond, the higher your chances of converting a lead into a customer. LeadAngel’s real-time routing means that leads get assigned instantly, reducing any lag that could cost you a deal.
- No More Manual Processes: Many companies still rely on manual lead distribution, which is prone to delays and errors. LeadAngel automates the process, eliminating those inefficiencies and ensuring that leads are always routed correctly.
- Accountability: Reps know when a lead has been assigned to them, and the SDR or operator who initiated the transfer knows when it’s been accepted or rejected. This kind of accountability ensures no leads fall through the cracks.
- Lead-to-Account Matching: By linking leads with the right accounts, LeadAngel helps your sales team approach each lead with the full context, making their outreach more effective and personalized.
How LeadAngel Gives You the Edge
LeadAngel’s On-the-Spot Router does more than just speed up lead transfers. It optimizes every step of the process, from intelligent account matching to flexible routing and real-time notifications. And because it integrates seamlessly with Salesforce, along with tools like Twilio and Slack, it’s easy to incorporate into your existing workflow.
The result? A more agile, connected, and efficient sales team that’s always ready to act on a lead at the right moment.
Conclusion: Stay One Step Ahead with On-the-Spot Routing
In today’s fast-paced sales world, speed can make or break a deal. With LeadAngel’s On-the-Spot Router, you can ensure that your team is always one step ahead, with leads being routed instantly and handled by the right people.
No more delays, no more missed opportunities— just faster lead follow-ups and more closed deals.
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