Lead Routing
Optimize your sales process with the help of an intelligent Lead Distribution System. Assign leads to the salespeople who are most likely to convert them in the shortest time.
Never let another lead languish with the wrong salesperson
Send all leads from the same company to the same person or team. Divide your leads by dozens of parameters and divide them up with a round robin lead assignment strategy.
Turn more leads into customers, enhance operational efficiency, and increase customer satisfaction. With the help of automated lead routing software, enable your business to make informed decisions and refine your lead distribution and management strategies for better results!
Why choose LeadAngel for your lead routing needs?
Route leads, contacts and accounts to the best salespeople in your team for faster responses and stronger business outcomes with LeadAngel’s lead routing system:
Route Any Object
LeadAngel’s lead routing software is not limited to leads only. Route leads, contacts, opportunities, and accounts based on flexible and powerful rules. Auto-convert objects as necessary. Assign Leads in batch or in real time.
On-the-spot lead assignment
Assign leads on-the-fly to specific team members based on their availability, skill or area of expertise. Transfer a lead “live on call” from and SDR to Account Executive.
Flexible Distribution
Distribute segmented leads via round-robin, lead assignment individually, weighted, or queue algorithms. Dynamically change the weightage based on sales person’s performance.
Route Any Object
Route all leads and contacts to the account owner, or any lookup field based on account, or related parent account. Even use a lookup table if needed.
Easy Maintenance
Maintain your system with our intuitive and centralized rules. Drag and drop process builder, with visual lead flow report for easy troubleshooting.
100% Secure
LeadAngel is built on a SOC-2 compliant infrastructure with 2FA authentication. Your leads are 100% secure in the LeadAngel system.
Real-time inbound lead routing
With LeadAngel’s automated lead routing software, your sales process is always-on, and always aware so that your representative is always the first to respond.
Ready to increase conversion rates and revenue?
Accelerate your decision-making process with our advanced lead routing software capabilities. No more delays – just seamless, instant allocation of leads to the right team members.
What kind of lead routing solutions does LeadAngel offer?
LeadAngel’s proprietary lead routing system allow us to serve for B2B and B2C demands for customers across industries.
What about integration?
No lead routing software is complete without native CRM integration. LeadAngel is no exception. LeadAngel integrates seamlessly into most CRMs such as Salesforce and Zoho, and for just one day for time-to-revenue! Microsoft 365 integration is also available should your business need it.
Improve your sales productivity
Boost your sales team with higher conversion rates and increased revenue. Let LeadAngel’s lead routing tool do the work for your business! Online and batch Lead Distribution and Lead Assignment combined with data dedupe and calendar scheduling can save time while increasing revenue.
Drive your customer satisfaction
With LeadAngel’s advanced lead routing software, assign leads to the product owner on the account and meet their needs as quickly as possible on delivering excellence to your customers. Automatically send leads to the correct lead owner. It prevents manual lead routing, and increases customer satisfaction via the best representatives for your business and meeting their needs as quickly as possible.
Enhance your lead management
Keep track of leads and their progress through the sales process easily. Automate lead management System and make data-driven decisions! Dynamically reward higher performing sales person with more leads.
Reduce response times
With automated lead routing software, respond faster after routing leads to the right people in your team, and improve conversions up to 46% by reaching out in the first 30 minutes. LeadAngel can help route leads only to salespeople who are not on vacation, not blocked in the calendar due to a meeting. Optionally, get an affirmative “Yes’ ‘ from the sales person before assigning leads to them.
Keep human errors at the lowest
LeadAngel’s lead routing software is automated, fast, consistent and effective. Pull away time-consuming tasks from your sales teams and give them the chance to focus on selling your products and solutions to potential customers. LeadAngel can automate many Lead Routing and Lead distribution related tasks such as assignment, data cleansing , SLA follow-up etc.
Wondering what kind of lead routing solution works for your business?
Take Control of Lead Routing in Salesforce
Manual or Out-of-the-box lead routing in Salesforce can cause delays and missed opportunities. Basic assignment rules become less effective as your team grows. With LeadAngel, leads are automatically routed based on criteria like geography, account ownership and rep availability. We also ensure data quality with automated deduplication, keeping your records accurate and your process efficient.
Boost HubSpot Lead Distribution with Advanced Logic
LeadAngel transforms HubSpot by routing leads in real-time based on your custom logic. Use criteria like lead source, company size, or rep performance to create dynamic routing rules that make sure every lead is assigned to the right person. Boost your sales team’s efficiency and performance with smooth lead distribution.
Supercharge Dynamics 365 Lead Routing
LeadAngel takes Dynamics 365 to the next level with advanced lead routing, ensuring every lead reaches the right sales rep quickly. Customize your assignment rules based on your business needs and increase your team’s response speed. This means quicker lead handling and more opportunities to convert.
frequently asked questions
What is enterprise lead routing?
Enterprise lead routing is the process of aggregating, managing and then distributing leads within a large organization or enterprise. Lead routing systems such as LeadAngel help automate the process of determining where the lead should go, who should attend to it, and what kind of a lead it is amongst other questions.
Based on factors that you set for your enterprise on LeadAngel, such as the lead's location, size, kind of product or service that they are interested in, their industry, the inquiry email domain, account status and even the use of competitor products; you can frame rules for how leads are managed. With enterprise lead routing the goal has always been to ensure that leads are handled more efficiently and effectively than in the past, and that they are directed to the right person or team within the organization to maximize the chances of converting them into customers.
What are some common methods for lead routing?
LeadAngel allows you to distribute leads within your organization via the round-robin algorithm which assigns leads to representatives in a rotating sequence, individual lead assignment, weighted lead assignment or queue algorithms. We believe that a combination of these algorithms can help you boost your revenue by harnessing the true potential of your sales team. An advanced lead routing tool offers much more configuration options such as queue management, assignment based on account owner, sales rep availability and many more.
How can I set up lead routing systems for my business?
Setting up a lead routing system for your business with LeadAngel is easy. All you need to do is book a demo, and someone from our team will take you through the entire platform while answering any specific questions you may have. Not ready to do the demo call yet? You can also consider exploring Lead Angel Lite, which allows you to explore the platform at your leisure.
What are some very effective ways to route lead?
Best lead routing strategy is to send leads to the sales person who has the best chance to convert the lead, at the right time. Also, the prospect should feel attended, and have a frictionless way to interact with the assigned sales person. It is highly recommended to use a lead distribution platform that compliment your sales process.
How can leads be shared with external channel partners?
Leads can be shared with Channel Partners using LeadAngel’s partner routing module. Leads are sent to channel partners via direct integration to CRM, or via an email. Partners can accept or reject the lead, and update the progress in LeadAngel’s dedicated partner portal. Traditional lead routing tools are limited with-in the CRM, thus it is imperative to use an advanced lead assignment software.
Can a lead be assigned to the person who is actively trying to reach the account or lead?
Yes, in an “activity based assignment” strategy, you can assign lead to the sales person who has reached out to the lead or account in the past few days. In the lead assignment software, you can customize how far back in time you would like to go for activity attribution. Usually recommended to limit to 30 days.
What is a lookup based lead assignment?
Lookup is used to matrix between two or more attributes. Example, Product “A” in Territory “T1” is owned by sales rep “S1”, while in territory “T2” it's owned by sales rep “S2”. Once the mapping is created, it can be used as a lookup to route leads/accounts in LeadAngel.
How can I ensure the sales rep follows through with the lead?
Service Level Agreement (SLA) with lead claw back, or manager notification is a good strategy to ensure sales reps follow the lead in a timely manner. Many advanced lead distribution platforms offers the SLA reporting and enforcement options.
How can I manage my sales team
LeadAngel sales team has an ability to move sales people up/down in the assignment queue, as well as manage their quota and availability.
What is consumer/customer/B2C lead routing?
B2C (business-to-consumer) lead routing is the process of handing out leads generated from consumer interactions with your business to the right sales reps or teams for follow-up and conversion. These leads can be generated via online forms, website chats, phone calls, or in-person interactions as well. Once entered in LeadAngel’s lead routing tool, depending on the kind of algorithm and framework selected the leads will be assigned to the respective sales reps.
What is a sticky assignment?
Sticky assignment is an advanced account based sales, where the leads coming in from a company are sent to a dedicated sales person. The accounts may be target accounts or green fields, in the CRM or not. For sticky assignment to work, the lead assignment software must have lead to account matching capabilities.
What are the ways to fairly distribute leads in the Round Robin queue?
Capping and Leveling are two ways to ensure fair lead distribution to the Round Robin Sales team. In Capping, you can define strategies such as “No salesperson should have more than 10 open leads”. While in leveling, you can define strategies such as “People with the lost open leads will get leads until they are at par with other sales people”.
Alternatively, if your lead distribution platform permits (as LeadAngel does), you can create a weighted round robin team where the best performer gets more leads than other people.
How does lead routing help with account based sales and account based marketing?
Routing leads to the correct account owner, or just identifying the “would be” account owner can help send our personalized communication to lead using the future account owner. This provides a sense of continuity to the prospect. This proxy lead assignment is possible with-in LeadAngel’s lead routing tool.
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!
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