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Lead Scoring & Routing

Medium

Scoring and routing leads to maximise SMB sales efficiency.

SalesTechnology & Digital Platforms

The Pain

All leads receive similar treatment. High-potential leads wait while low-potential ones consume time.

What's Possible

AI can score leads by propensity and value to prioritise effort and route to appropriate channels.

Signals This Is Worth Exploring

Lead conversion varies widely

High-potential leads are not identified

Routing is not optimised

Sales capacity is misallocated

Impact

Higher lead conversion rates

Better sales capacity utilisation

Faster response to high-value leads

Lower cost per acquisition

Typical Approach

1

Assess

Analyse lead data and conversion patterns.

2

Pilot

Apply scoring to incoming leads.

3

Scale

Integrate into lead management.

What to Watch Out For

Scoring models need refinement

Not all signals are available

Some leads convert unexpectedly

Routing adds complexity

Questions to Think About

Before we talk, you might want to consider:

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How do you score leads today?

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What lead data is available?

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How are leads routed?

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What conversion rates do you see?

Build On This

Once the basics are working, you can expand:

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Self-service routing

Direct to product-led paths

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Nurture optimisation

Handle lower-score leads

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Channel optimisation

Balance sales vs self-serve

Want to explore if this fits your organization?

Book a 30-minute call to discuss your situation and whether this use case makes sense for you.

Book a 30 min call