Lead Routing Case Study | Sales Automation

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Lead Qualification & Instant Routing OS

Instant qualification and routing of inbound leads to the right reps.

This Sales AI automation case study explores Lead Qualification & Instant Routing OS. Tags: Sales, Lead Management, Workflow Automation, AI Implementation, Make.com, HubSpot, Retool, AI Automation.

<1 minute

Lead Response Time

+27%

Conversion Improvement

Increased

Rep Accountability

Overview

A company receiving thousands of inbound leads needed instant qualification and routing to the right reps. Lead response time was reduced to under 1 minute with 27% improvement in conversion.

Challenges

1

Slow response time

2

No scoring

3

Leads bouncing between reps

4

No SLA accountability

5

Manual data enrichment

What We Delivered

Demographic, firmographic, behavioral scoring engine

Predictive conversion model with auto-prioritization

Role, territory, seniority, capacity-based assignment

SLA timers and escalation workflows

Hot lead notifications in real-time

Sales manager oversight dashboard

Tech Stack

Scoring engine, Predictive conversion model, Territory-based assignment, SLA timers, Real-time UI

Tags

SalesLead ManagementWorkflow AutomationAI ImplementationMake.comHubSpotRetoolAI Automation

Results

<1 minute

Lead Response Time

+27%

Conversion Improvement

Increased

Rep Accountability

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