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.

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 do it?

✅ Pre-book your reps' calendars to maximize event ROI 

✅ Convert booth conversations to meetings without the back-and-forth

✅ Prevent calendar conflicts between event and regular meetings 

✅ Sync meetings to reps’ calendars and automatically update your CRM.

How have others done this?

For B2B SaaS teams
For non-SaaS B2B teams:
Software Platform
  1. The prospect requests a demo from your website
  2. They provide their company size and region 
  3. RevenueHero evaluates against routing rules
  4. Routes to the appropriate sales team member
EdTech
  1. School administrator requests a consultation
  2. They enter their district size and grade levels 
  3. RevenueHero checks qualification criteria
  4. Routes to the right education consultant
Healthcare
  1. The practice manager requests a platform demo
  2. They enter their practice type and size
  3. RevenueHero routes based on practice profile
  4. Shows appropriate specialist's calendar
Real Estate
  1. An investor requests a property consultation
  2. They enter investment criteria 
  3. RevenueHero matches based on investment profile
  4. Routes to relevant investment advisor

Implementation Templates

We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Enterprise Software Sales
Enterprise Software Sales
Educational Institution
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

Want to see more use cases?

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.

Read more
How to route and automate meetings that need multiple team members?

Coordinating meetings with multiple team members can feel like a juggling act—aligning calendars, ensuring the right people are included, and avoiding endless back-and-forth. It’s frustrating, time-consuming, and not something your prospects should experience. So, how can you make it easier for everyone involved?

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Can I match and route meetings based on custom objects in Salesforce?

When your organization has complex relationships between partners, resellers, and customers, traditional lead routing isn't enough. You need a way to match prospects to the right teams based on sophisticated custom objects in your CRM - like Partner Programs, Healthcare Groups, or Property Listings. But manually looking up these relationships and routing meetings accordingly? That's a recipe for confusion and missed opportunities.

Read more