Top 5 Lead Routing Software for Maximizing Sales Efficiency

Tired of chasing leads? Missed a deal because you were too caught up in administrative tasks? It's a common reality for sales teams that haven't yet mastered lead routing. Don't worry, there's a solution!

With automated lead routing software, your sales team can focus on what they do best - closing deals. No more guesswork in lead distribution, no more leads slipping through the cracks due to human error or oversight. 

In this article, we compare the best lead routing software to help you select the solution that supercharges your sales efficiency.  

If you're already familiar with the basics of lead routing software and are particularly interested in a detailed comparison, feel free to skip to the comparison section.

What is a Lead Routing Software? 

Unbalanced workload. Inefficient lead assignments. Delayed responses. Lead-tracking difficulties–collectively contributes to reduced actual selling time due to excessive lead management.

This highlights the need for an automated solution.

Lead routing software captures inbound leads and directs them to the most suitable sales representatives based on factors like geographic location, industry expertise, and lead scoring. This proactive process optimizes lead distribution–ensuring the right leads reach the right representatives promptly.  

For instance, an inquiry from a tech CEO in San Francisco would be promptly scored and routed to a local tech sales rep, streamlining the lead assignment process.

The purpose of automating inbound lead distribution to the right sales representative offers:

• Accelerated responses, boosting lead conversion.
• Improved sales productivity, minimizing admin tasks.
• Real-time lead tracking for sales optimization.

Why is Lead Routing Important?

According to Harvard Business Review, inbound leads responded to within the first hour are 60 times more likely to convert. This highlights lead routing's cardinal role in expediting and orchestrating seamless lead management.

By integrating automated lead routing software in sales operations, you can:

• Streamline inter-team communication for alignment and unity.
• Use automated campaigns to maintain consistent lead engagement.
• Enable real-time lead tracking for proactive management.
• Maximize lead conversions by optimizing lead allocation with the most qualified representatives.  
• Builds stronger relationships through customized communication based on customer insights.

As a result, your sales team can reduce lead response time and improve sales productivity.

The Benefits of Using Lead Routing Software

Increased Sales Efficiency

Before lead routing software, sales teams had to sort leads manually. This process was slow, error-prone, and could result in missed opportunities. The lack of a systematic approach made it challenging to track and analyze sales data.

With lead routing software, this process became automated. The software assigns leads based on set rules, ensuring the right person handles each lead for optimal sales closure.

How does this benefit? Automating lead distribution saves time and ensures quick follow-up. Leads are assigned objectively, reducing errors and increasing successful sales. With lead distribution and conversion rates data, the sales team strategizes improvement areas. This results in efficient sales operations for increased sales and higher business returns.

Improved Lead Conversion Rate 

Sales teams used to follow up on leads manually. This approach often resulted in lower conversion rates as it was time-consuming and inconsistent effort couldn't capture leads through the cracks. 

With automated lead routing software, each lead is promptly and effectively addressed, increasing the chances of conversion. Prompt follow-ups increase customer satisfaction and loyalty on the brand. That is, more conversions lead to more sales, resulting in a higher return on investment.

Enhanced Customer Satisfaction 

Inconsistent follow-ups and a lack of personalization can upset any potential lead. This was a reality when sales teams manually managed leads, resulting in a less satisfied customer experience.

Lead routing software has transformed this by:

• Personalized each lead interaction with best-suited sales representatives.
• Quick follow-ups improve customer satisfaction.
• Automated lead routing ensures consistent customer interactions, building trust and satisfaction over time.

Top Lead Routing Software in the Market 

Opt for lead routing software to enhance your sales cadence, integrate your CRM, and support your organization’s scalability.

Cirrus Insight

Cirrus Insight is a tool that seamlessly integrates Salesforce with Gmail, Google Calendar, and Google Contacts to boost email management efficiency.

Key Features

• Enables viewing of Salesforce information in your inbox
• Monitors email activity and web visits
• Synchronizes Google and Salesforce calendars
• Automates scheduling of web visitors
• Crafts personalized emails automates follow-ups, and tracks touchpoints

Pros

• Offer efficiency by integration of Salesforce with Outlook to eliminate tab-switching
• Auto-syncs activity data into Salesforce for prioritization

Cons

• Occasionally experiences delays when undergoing continuous improvements to enhance feature reliability.

Pricing Model

• Offers a 14-day free trial with complete access to their flagship product/extensive libraries. Other plans include:
  • Salesforce Sync at $14/user/month (billed annually)
  • Pro at $21/user/month (billed annually)
  • Expert at $49/user/month (billed annually)

Best For 

Mid to large-sized sales teams seeking to streamline communication and enhance productivity by integrating their CRM with email platforms. Ideal for teams seeking to automate data entry, synchronize calendars, and manage customer interactions directly from their inbox. Suitable for businesses aiming to improve customer relationship management through efficient tracking and personalized communication.

Chili Piper

Chili Piper is a scheduling and routing software predominately for small businesses.

Key Features

• Routes matched leads to account owners.
• Configurable schedules.
• Integrated with Salesforce, Google Chrome (as an extension), and Slack.

Pros

• Enables simple scheduling from email or contact card

Cons

• Early versions still have occasional setup-related issues.

Pricing Model

• Offers free trial along with tier-based pricing, ranging from $15 to $30 per user per month

LeanData

LeanData is a CRM tool designed to optimize the lead-to-account matching process in sales and marketing organizations. It facilitates accurate routing and tracking of leads and improves the effectiveness of sales and marketing efforts.

Key Features

• Efficiently manages and directs leads to the appropriate representative
• Segments of inbound leads based on criteria
• Identifies potential business opportunity accounts
• Uses smart algorithms for accurate lead-to-account matching
• Prioritizes leads using account data, opportunity data, and business logic

Pros

• Integrates lead routing with Salesforce to save time
• Auto-matches lead to effective activity prioritization

Cons

• Inadequate user support
• Subpar integration capabilities

Pricing Model

• Offers four distinct plans
  • Standard: $39/user/month
  • Advanced: $49/user/month
  • Premium: $59/user/month
  • Enterprise: Custom pricing

Best For

All-sized target sales and marketing organizations are looking to improve their lead-to-account matching process.

Calendly Routing

Calendly Routing is a Calendly feature that automates lead and customer routing based on Salesforce ownership for instant meeting scheduling. 

Key Features

• Provides real-time Salesforce account lookup for booking
• Syncs with various platforms(Salesforce, HubSpot, Marketo, Pardot, etc.) 

Pros

• Provides a simplistic meeting setup

Cons

• Calendly branding removal only comes with the most expensive packages
• Low-end version lacks email reminders and supports only one meeting type

Pricing Model

• Starts at $16/user/month.

Lead Liaison

Lead Liaison is a cloud-based solution that boosts sales by attracting, converting, and retaining prospects. It equally supports sales with features like a hot-lead dashboard, Buy Signals, and live alerts of business activity on the customer's website.

Key Features

• Marketing Automation transforms marketing leads into sales leads
• Website Visitor Tracking provides sales insights
• Event Lead Management enables onsite lead capture and nurturing
• Sales Enablement facilitates email exchange and measures results
• Reporting & Analytics deliver visual insights

Pros

• User-friendly and simple interface.
• Supports a wide range of business use cases.

Cons

• Users desire more flexible plans based on company size and needs
• Some users report poor return on investment

Pricing Model 

• Offers four plans: 
  • Inbound at $250/month
  • Sales Enablement at $450/month
  • Omnibound at $780/month
  • Lifecycle at $1500/month

Best For

Sales and marketing teams aiming to track, qualify, distribute, and convert more leads.

Decode Sales Efficiency with the Best Lead Routing Software

Choose your lead routing software to maximize sales efficiency and improve lead conversion chances by directing the right lead to the right sales representative at the right time. Real-time analytics and insights should help you optimize your lead routing strategy and foster better team collaboration. This allows your sales team to concentrate on closing deals.

Looking for an all-in-one lead routing solution? Discover how Cirrus Insight integrates seamlessly with Salesforce to help you effectively distribute leads. It auto-syncs lead information in your CRM, eliminating the need for manual data entry. 

Still unsure? Book your demo call now and experience Cirrus Insight's power to help your sales team focus on their forte–selling.