What is a Lead Routing Software?
Definition
AI that sends leads to the right team or pipeline based on rules and intent.
What is Lead Routing Software?
Lead Routing Software intelligently distributes incoming leads to the right sales reps or teams based on criteria such as geography, product interest, or rep capacity, ensuring timely follow‑up.
Real-World Example
A regional insurance carrier routes 1,500 leads monthly through Central Sales; leads are assigned within 30 seconds, boosting first‑contact conversion from 14% to 21% and balancing workload across 12 agents.
How Central Sales Works
Central Sales evaluates each lead’s attributes (location, industry, score) and automatically assigns it to the optimal rep, updates the assignment in Central CRM, and notifies the rep via email and in‑app alerts.
Key Benefits
Faster lead assignment, balanced rep workload, higher conversion
Common Use Cases
Geography‑based routing, product‑line distribution, round‑robin load balancing
Getting Started
1. Set routing rules in Central Sales. 2. Map rep availability and territories. 3. Connect to Central CRM for real‑time updates. 4. Test with sample leads.
Why It Matters
Efficient routing eliminates delays, improves customer experience, and maximizes revenue per lead.
