Can I route that?
Revenue Teams often assume automating their meeting scheduling is impossible because of one or many of:
- Complex routing logic that changes by region/segment
- Multi-step qualification requirements
- Unique business rules that don't fit standard tools
- The need to coordinate across teams
The result? Majority of B2B SaaS companies (63% out of 1000 companies surveyed, to be exact) still rely on manual follow ups for demo requests, resulting in on of the the highest intent path to pipeline being ignored. This guide draws insights from companies like Freshworks, Planet DDS, Nooks, Paystone and more and is designed to help you answer all your questions around ‘Can I automate that demo request?'
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​​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.
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?
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.
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.
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?
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