Lead Routing for Notion

Our client, a rapidly growing company with over 100 Sales Development Representatives (SDRs), was facing significant challenges in their lead routing process. Leads were being inefficiently distributed among the SDRs, leading to delays, miscommunication, and missed opportunities. This inefficiency was particularly problematic as the company was focused on Account Based Marketing (ABM), targeting companies with over 200 employees. The existing lead routing system could not support the company’s growth and strategic focus, resulting in a substantial impact on their sales performance.

To address this issue, I undertook a comprehensive evaluation of multiple lead routing tools to identify the most suitable solution. The chosen tool needed to efficiently route leads, support the company's ABM strategy, and handle the high volume of leads generated by the large SDR team. After thorough research and consideration, I selected RingLead as the optimal lead routing tool. The solution involved several key steps:

The implementation of RingLead began with a detailed evaluation phase where I assessed various lead routing tools. After selecting RingLead, I developed a functional design document (FDD) that outlined the integration process and lead routing rules. This document served as a blueprint for the implementation, ensuring all criteria were met and the system functioned as intended.

Using the FDD, I configured RingLead to align with the company’s ABM strategy. Leads were automatically routed based on specific criteria, ensuring that high- priority leads from target companies were directed to the most suitable SDRs. The routing rules were designed to balance the workload among the SDR team and improve response times.

To ensure a smooth transition, I conducted extensive training sessions with the SDRs, covering all aspects of the new lead routing system. I also provided comprehensive documentation and was available for ongoing support to address any issues and refine the process as needed.

The implementation of RingLead significantly improved the efficiency of the lead routing process. Leads were distributed more effectively, reducing miscommunication and delays. The alignment with the company’s ABM strategy ensured that high-value leads from companies with over 200 employees were prioritized, leading to better-targeted sales efforts.

As a result of the optimized lead routing, the company saw a substantial improvement in their sales performance. They were able to close 30% more opportunities, demonstrating the effectiveness of the new system. The streamlined process not only enhanced communication and collaboration among the SDR team but also supported the company’s strategic goals, driving growth and success.