How do I route website demo requests to the right reps?

If you feel like your demo requests are playing a game of telephone, bouncing around before they reach the right person—it’s time to simplify the process. The faster you connect leads with the right rep, the better your chances of closing deals without unnecessary delays.

"We have to match against existing accounts first..."

"Our territories are too complex to automate"

"Our routing varies by company size and industry"

H🤔w can I do that?

When someone requests a meeting through your website, use their form responses to instantly match them with the right sales rep. Qualify leads in real-time based on your criteria and let them book immediately with the appropriate team member. All meeting details and prospect information flow automatically into your CRM - no manual steps needed.

Why should I d🧐 it?

✅ Get up to date meeting details, and form fields in your CRM 

✅ Increase show rates for your SDR meetings 

✅ Automate meeting outcome tracking for your SDR booked meetings 

✅ Increase pipeline and revenue through your SDR meetings

How have others done this?

Software Platform

The prospect requests a demo from your website
They provide their company size and region
RevenueHero evaluates against routing rules
Routes to the appropriate sales team member

EdTech

School administrator requests a consultation
They enter their district size and grade levels
RevenueHero checks qualification criteria
Routes to the right education consultant

Healthcare

The practice manager requests a platform demo
They enter their practice type and size
RevenueHero routes based on practice profile
Shows appropriate specialist's calendar

Real Estate

An investor requests a property consultation
They enter investment criteria
RevenueHero matches based on investment profile
Routes to relevant investment advisor

Implementation Templates

We understand how daunting a blank page can be, so we’ve created ready-to-use templates for you to pick up or customize as needed.

Enterprise Software Sales

Team Structure:

Enterprise_Team: Senior AEs + SEs
Mid_Market_Team: Commercial AEs
SMB_Team: Product Specialists
Channel_Team: Partner Managers

Required Fields:

Company Size
Industry
Region
Current Solution

‍

Routing Rules:

Rule 1:

Criteria: Company_Size >= 5000 AND Industry = 'Healthcare'
Assignment: Enterprise_Healthcare_Team
‍

Rule 2:

Criteria: Company_Size >= 1000 AND Region = 'EMEA'
Assignment: EMEA_Enterprise_Team
‍

Rule 3:

Criteria: Partner_Type = 'Reseller' : Assignment: Channel_Team
‍

Rule 4:

Criteria: Company_Size >= 100 : Assignment: Mid_Market_Team
‍

No Match: Lead is disqualified

Team Structure:

K12_Team: School Consultants
Higher_Ed_Team: University Specialists
International_Team: Global Education Consultants

Required Fields:

Company Size
Industry
Region
Current Solution

‍

Routing Rules:

Rule 1:

Criteria: Institution_Type = 'District' AND Student_Count > 10000
Assignment: District_Enterprise_Team
‍

Rule 2:

Criteria: Institution_Type = 'Higher_Ed'
Assignment: Higher_Ed_Specialist
‍

Rule 3:

Criteria: Region = 'International'
Assignment: International_Education_Team
‍

Rule 4:

Criteria: Institution_Type = 'Private'
Assignment: Private_School_Consultant
‍

No Match: Lead is disqualified

Start with broad routing rules and refine based on data
Set up alerts for disqualified leads to catch edge cases
Use progressive profiling for returning visitors
Test different form lengths vs routing accuracy

Explore Our Latest Use Cases

Is there a way to automate meeting bookings and routing for events?

Managing event meetings can be overwhelming—badge scans and business cards pile up, creating a post-event nightmare of routing leads to the right reps. Pre-event outreach sparks interest, but that interest fades as reps play calendar tetris. Meanwhile, a messy CRM struggles to track which meetings came from which events.

How can I create separate booking success pages based on booking status or lead qualifications?

Not every booked meeting is the same, so why should every success page be? When a prospect books (or doesn’t book) a meeting, you want to guide them to the right next step—whether it's an onboarding page, a self-serve resource, or an alternative action for disqualified leads. With RevenueHero, you can dynamically redirect prospects to the right success page based on their booking status and lead qualifications.

How can I automatically reassign leads if a rep is on vacation or out of office?

A key rep is out on vacation—or worse, out sick last minute—and now their meetings are either being missed or manually reassigned. Meanwhile, new leads keep coming in, but no one’s available to take them. Instead of scrambling to fix things, what if your routing handled this automatically?

We're short of CTA ideas.

If nothing else has sold you on RevenueHero, Hopefully these traditional marketing tactics will.