How can I ensure existing customers are routed to Customer Success calendars instead of Sales?

When a customer needs help on priority, they don’t always pick the right booking link—they’ll grab the first one they see, be it from your website or an old email thread. But if they're coming through your sales channels, they end up on a discovery call with an AE who's never met them before. With RevenueHero, you can instantly match them to their dedicated CSM's calendar, no matter which booking link they use.

"Ugh, another customer booked a meeting through our demo form"

"Wait, why did Acme book with sales? They're a 2-year old customer..."

"Ignore those 12 meetings from pipeline - all just customers booking demos"

H🤔w can I do that?

Set up your matching rules so that whenever your customers book time with your team — they'll land right on their CSM's calendar. No more manual reassignments or detours through sales, keeping your AEs' calendars clear for new opportunities while your customers get the white-glove experience they deserve.

See exactly how to set up this matching rule in RevenueHero:

Why should I d🧐 it?

Ensure customers get immediate access to their dedicated support team
Prevent Sales from accidentally booking meetings with existing customers
Create a white-glove post-sale customer experience
Better track customer engagement and meeting patterns
Keep customer meetings out of your sales pipeline for accurate forecasting

Why should I d🧐 it?

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How have others done this?

Healthcare Software Implementation

Customer schedules through support portal
System checks key account attributes like:
- Care settings (Hospital/Clinic/Lab)
- EHR integration needs
- Implementation phase
RevenueHero matches to the right team member:
- Clinical workflow specialist for hospitals
- Practice management expert for clinics
- Technical specialist for EHR integrations
Maintains continuity of implementation support

Financial Services Training

Client books through learning portal
System identifies training needs based on:
- Product module usage
- Compliance certification level
- User role (Admin/Trader/Analyst)
RevenueHero routes to appropriate trainer:
- Technical trainer for platform admins
- Trading desk specialist for traders
- Analytics expert for reporting teams
Ensures consistent training experience

Implementation Templates

Set up clear customer identification fields
Create backup routing for when primary CSM is unavailable
Monitor meeting types to identify training needs
Track customer meeting frequency for health scores

Explore Our Latest Use Cases

Can I route meetings based on SDR inputs to the right AEs and have them book the meeting right away?

Let’s face it getting SDRs to book meetings fast enough, and on the right AEs calendar, with the right information all while talking the prospect is already a hard task. Getting them to fill CRM fields before they to book that meeting? Forget about it. So let’s see how to make all that happen, without adding more work for you SDRs?

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.

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