40% Higher Lead Contact Rate with LeanData + Salesforce Lead Routing
Leads at a B2B SaaS company were routing to the wrong SDRs, leaving 40% of qualified leads uncontacted and costing 2+ hours a day in manual routing. SiyaSphere rebuilt routing with LeanData and Salesforce Flow, adding territory rules, capacity management, and round-robin logic. Routing accuracy reached 95%, manual routing dropped to zero, and contact rate rose 40%.
- Routing accuracy
- 95%
- Routing accuracy
- Lead contact rate
- +40%
- Lead contact rate
- SDR productivity
- +25%
- SDR productivity
The challenge
- Leads routed to the wrong SDRs, and 40% of qualified leads went uncontacted.
- Manual routing consumed 2+ hours every day.
- Territory management was chaotic.
What we built
- 1
LeanData routing graphs
Implemented LeanData as the routing engine on top of Salesforce.
- 2
Territory rules
Codified territory rules so assignment followed clear, auditable logic.
- 3
Capacity and round-robin
Added capacity management and round-robin distribution, informed by AI analysis of historical routing patterns.
- 4
Salesforce Flow automation
Used Salesforce Flow for follow-up automation and Outreach enrolment once a lead was assigned.
Results
- 95% routing accuracy
- Manual routing time cut to zero
- Lead contact rate up 40%
- SDR productivity up 25%
- Automated territory management
Key takeaway
Speed-to-lead depends on routing accuracy. Clear territory rules plus capacity-aware round-robin remove the manual triage that makes good leads go cold.