Case Narrative Multi-industry

Inbound Lead Router

Route inbound leads to the right rep instantly with intelligent assignment rules based on territory, capacity, and expertise.

Case narrative summary

Short answer

Route inbound leads to the right rep instantly with intelligent assignment rules based on territory, capacity, and expertise.

  • Sector: Multi-industry
  • Type: Case Narrative
  • Audience: Enterprise GTM teams

Commercial Challenges

  • Leads sitting unassigned while prospects go cold
  • Manual lead assignment creating bottlenecks
  • Uneven distribution leaving some reps overloaded
  • Wrong reps getting leads outside their expertise
  • No visibility into lead response times

How We Help

  • Instant routing based on customizable rules
  • Round-robin distribution with capacity balancing
  • Territory and segment-based assignment
  • Real-time notifications via Slack, email, or SMS
  • SLA tracking and escalation workflows

Never Let a Hot Lead Go Cold

Speed to lead is everything. Companies that respond within 5 minutes are 100x more likely to connect. Our inbound lead router ensures every lead gets to the right rep instantly.

Routing Rules Engine

Territory-Based Routing

Assign leads by geography:

  • Region mapping: State, country, or custom territories
  • Zip code rules: Granular geographic assignment
  • Time zone matching: Route to reps in the same timezone
  • Language preferences: Match language capabilities

Segment-Based Routing

Match leads to specialists:

  • Industry vertical: Route by sector expertise
  • Company size: Enterprise vs. SMB specialists
  • Product interest: Based on form submissions
  • Use case: Match to relevant case study experience

Capacity-Based Routing

Balance workloads automatically:

  • Round-robin: Equal distribution across team
  • Weighted distribution: More leads to top performers
  • Capacity limits: Prevent rep overload
  • Availability status: Skip reps who are OOO

Assignment Workflow

Lead Submitted → Score Calculated → Rules Evaluated → Rep Assigned → Notification Sent → SLA Timer Started
StepTime
Lead captureInstant
Scoring<1 second
Routing<1 second
Notification<5 seconds
Total<10 seconds

SLA Management

Never miss a follow-up window:

  1. Response SLAs: Set target response times by lead score
  2. Escalation rules: Auto-reassign if SLA breached
  3. Manager alerts: Notify leaders of at-risk leads
  4. Performance tracking: Dashboard for team SLA metrics

Integration Channels

Route leads from any source:

  • Web forms: Direct from your website
  • Chat: Drift, Intercom, or native chat
  • Phone: Inbound call routing
  • Email: Inbox lead capture
  • Events: Trade show and webinar registrations

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