Use Time and SLAs for Routing
In Sales, your response time can often define win rates. As a result, a lot of teams create Service
Level Agreements (SLAs) in the sales playbooks. These SLAs help ensure process compliance
e.g. leads are responded to within a specific time or a lost opportunity is followed up after
4 months of losing the deal.
PRODUCT SHEET |
Use Cases
• Automatically re-route a lead (or other object) if a rep / SDR does not take action / update the lead
status in 2 hours
• Distribute engaged accounts to reps once a week at a specified time e.g. Sunday evenings
• Notify a sales rep and / or their manager if there is no activity on a lead within 24 hours
• Route a closed lost opportunity to an SDR for follow-up after six months of losing a deal
• Automatically create a renewal opportunity two months before the contract end date and assign it to
the Account Manager on the account
TIME-BASED
ROUTING
LeanData now offers Time-Based Routing as part of its robust Routing solution. With LeanData's
Time-based Routing you can schedule the routing or re-routing of objects or automate actions like
creating new objects and notifying sales reps. This ensures you can hold your team accountable
for acting in a time-bound manner so customers always get prompt responses f rom your team.
