What are the 5 lead routing mistakes to avoid?

If you want to improve your conversions and grow your business then an effective lead routing system is crucial. If you have an eye on sales numbers and revenue, you cannot afford to miss out on the potential opportunities that it can present. However, there are several things that you can look out for while setting up lead routing process  that impact your ability to close deals. Addressing them at the outset improves your chances of getting deals over the line. Here are five lead routing mistakes to avoid:

1. Not Having Clear Routing Rules in Place

The absence of clear and basic routing rules is a common mistake in lead routing. If the rules are not well defined, the leads may end up being routed to the wrong salesperson or team, leading to confusion and lost sales opportunities. To avoid this issue, make sure that you have defined clear routing rules that take into account factors such as lead source, lead quality, and salesperson expertise.

2. Overcomplicating the Routing Process 

While it is essential to have a well-defined routing process, overcomplicating it can lead to delays and inefficiencies. If the routing process is too complex, it can create confusion among the sales team and reduce their productivity. Keep the routing process simple, and avoid adding too many unnecessary steps.

3. Not Monitoring and Analyzing Metrics 

Key metrics such as conversion rates, sales cycle length, and revenue generated can hinder the effectiveness of the system. Regularly monitoring and analyzing these metrics can help you identify any issues with the routing process and make the necessary adjustments to improve sales performance. Keeping an eye on this at all times is critical if you aim to pre-emptively fix issues.

4. Not Assigning Lead Scoring Criteria 

Assigning scores to each lead based on their quality and level of engagement is an essential part of the software. Not assigning lead scores can lead to the sales team wasting time on low-quality leads that have a low chance of converting into sales. Make sure to assign lead scores based on the lead’s quality and engagement level, and route high-quality leads to the most qualified salesperson. 

5. Ignoring Sales Team Feedback

The sales team’s feedback is essential in determining the effectiveness of the lead routing system. Ignoring their feedback can lead to a breakdown in communication, and both they and customers may become frustrated with the system’s inefficiencies. Make sure to solicit feedback regularly and make the necessary changes to improve the routing process.

Need some help figuring out what kind of mistakes you’re making with the procedure? Explore these tips that can help you implement an effective routing system. If you still need help, all you need to do is ask.

Contact for “Request a Free Trial” section on the blog pages

See How LeadAngel Can Transform Your Lead Management: Request your Free Trial!

Curious to experience the power of LeadAngel firsthand? We understand!

We're offering a complimentary trial so you can explore LeadAngel's features at your own pace. Once you request a free trial, we'll schedule a personalized onboarding session to ensure you maximize the value of LeadAngel.

Ready to take your lead management strategy to the next level? Request your LeadAngel trial today!

In addition to exploring the platform, we recommend visiting our LeadAngel Help Center for in-depth guidance.  Our dedicated customer support team is also available to answer any questions you may have at sales@leadangel.com.

Table of Contents

Transform Your Lead Management Strategy With LeadAngel

Match Leads to Account, Clean, Dedupe and Enrich Leads, Route Leads to Sales team in real time. Book a demo today!