You’ve optimised your marketing campaigns, and now you’re seeing an influx of inbound leads. But how do you ensure these leads are efficiently routed to the right team members?
In this guide, I’ll walk you through setting up an intelligent lead routing and assignment system in HubSpot CRM. We’ll focus on leveraging data enrichment to classify leads and automatically assign them to the appropriate sales representatives, whether they are SDRs or account executives.
By the end of this guide, you’ll have a system that not only improves lead response times but also ensures high-value prospects are handled by your most experienced reps.
The challenge
Managing inbound leads effectively is crucial for maintaining a competitive edge. However, many companies struggle with:
- Slow response times to high-value leads: Delays in follow-up can result in lost opportunities.
- Inefficient lead routing: High-value prospects might be assigned to junior reps, increasing the risk of losing the deal.
- Lack of visibility and data: Without proper tracking, it’s difficult to optimise processes or coach team members effectively.
- Inconsistent customer experience: Poor lead management can lead to a...
