RouteIQ

For mid-market RevOps teams on Salesforce

Convert 30% more pipeline
from the same inbound leads.

RouteIQ sends every inbound Salesforce lead to the rep most likely to close it, in under 3 seconds. Revenue teams lose up to 30% of pipeline to broken routing — RouteIQ closes that gap.

Free audit · no Salesforce changes to start · results in one business day
<3s
to first touch
100×
more likely to connect at 5 min vs 30 (MIT)
0
rules to maintain
  1. Inbound Lead
  2. Match
  3. Score
  4. Assigned to Rep
Inbound Lead2.3s ago
Anika Sharma, VP Marketing
Cloudwave (Series B, FinTech, 180 employees)
Routed to
Priya Menon
Confidence: 94%

Why: Priya closed 4 mid-market FinTech deals in the last 90 days. Strongest fit on segment, deal size, and recent win rate.

FinTech fitMid-marketWin-rate 38%Territory: NA-East
SFBuilt for teams on Salesforce
Salesforce OAuth, no data leaves your CRM tenancy
Trained on 90 days of your closed-won data
AI Accelerator InstituteAI Accelerator Institute partner

The problem

Leads get lost in the shuffle.

Every minute a qualified lead waits, win rate collapses. Round-robin sends buyers to the next rep, not the right rep, and routing decisions feel like a black box your team cannot defend.

Harvard Business Review found firms that respond within an hour are 7× more likely to qualify a lead than those that wait. MIT research puts the average B2B response at 47 hours. Most of that delay is routing — not selling.

Today: round-robin
New lead
Next rep in queue

Lead lands with whoever is up. Fit, segment, and win history are ignored.

Avg time-to-rep24+ hrs
With RouteIQ
New lead
Rep most likely to close

Scored, matched, and routed in under 3 seconds, with a plain English rationale.

Avg time-to-rep< 3 sec

The solution

One intelligent layer that routes every lead the moment it lands.

RouteIQ replaces brittle rules and manual handoffs with a Salesforce native engine that scores, matches, and routes every inbound lead in seconds, and gets smarter with every closed deal.

1.9s ago
Anika Sharma, VP Marketing, Cloudwave
Routed to Priya Menon · Confidence 94%
2.7s ago
Lena Okafor, Head of RevOps, Brightfold
Routed to Sara Lin · Confidence 91%
01 · Instant assignment

Every lead routed in under 3 seconds.

Forms, ads, chat, CSV uploads. Every inbound lead is scored and assigned in seconds, not 24+ hours. No queues. No Monday morning batch assignment. The clock starts the moment your buyer raises their hand.

Speed to lead is the single biggest predictor of conversion. RouteIQ closes the gap.

02 · Self-learning matching

The system learns who closes what.

RouteIQ ingests your closed-won and closed-lost outcomes, then maps which reps win which segments, deal sizes, and buyer personas. Every closed deal makes the next match smarter. No rules to maintain.

Rules cannot keep up with reality. Your reps' strengths change quarterly. RouteIQ keeps up automatically.

RepFinTechHealthTechDevToolsMid-MktEnt
Priya M.5/53/52/55/52/5
Devon P.2/54/55/54/53/5
Sara L.3/55/53/55/52/5
Generated from 90 days of closed-won data.LowMidStrong
Routing decision Sent
Lead: Anika Sharma
Company: Cloudwave · Series B · FinTech
Routed to: Priya Menon
Confidence: 94%
Why this match
  • • Priya closed 4 mid-market FinTech deals in the last 90 days (highest in the team)
  • • Win rate on Series B accounts: 38%
  • • Avg deal size match: within 12% of target
  • • Last similar lead closed in 14 days
03 · Plain-English rationale

Every decision is inspectable. Every match is explainable.

Why Priya: closed 4 mid-market FinTech deals in 90 days · win rate 38%.

Reps see why they got the lead. Admins audit any routing decision in seconds. Marketing finally sees what happened after handoff. No black box. No "the AI decided."

Built for RevOps teams that distrust black-box AI claims.

Who it's for

Built for revenue teams.

From the first form fill to a closed deal, RouteIQ supports every role that touches the lead.

VP Sales / CRO
Protect pipeline speed and win rate
RevOps Leaders
Own inbound flow and routing health
Sales Ops
Fix assignment and rep balance
Marketing Ops
Track funnel handoffs cleanly
AEs & SDRs
Get the right lead, faster

Outcomes

What you get with RouteIQ.

Five outcomes the moment RouteIQ is live in your Salesforce. No rule maintenance required.

Without RouteIQ
Avg time to first rep24+ hrs
With RouteIQ
Avg time to first rep<3 sec

Route every inbound lead in seconds, not hours. High-intent buyers stay hot. Your reps respond while the buyer is still on your site.

How it works

From lead to routed, in three steps.

  1. 01
    Capture

    Pull every inbound lead from forms, ads, chat, and uploads.

  2. 02
    Score and match

    Score fit and match the rep most likely to win it.

  3. 03
    Route and explain

    Assign in under 3 seconds with a plain English rationale.

The contrast

Built for clarity. Not for fairness theater.

Most routing tools optimize for fair distribution. RouteIQ optimizes for revenue per lead. The difference shows up in your pipeline within 30 days.

Status quoRound-robin & rules
  1. Logic
    Static rules and round-robin tables
  2. Optimization target
    Fair distribution across reps
  3. Speed to lead
    24+ hours average (MIT benchmark)
  4. Decision transparency
    Black-box logic. Reps guess why they got the lead.
  5. Setup
    Weeks of rule-building and territory mapping
  6. Ongoing maintenance
    5+ hours per week tweaking rules
  7. Built for
    Generic enterprise routing add-ons
Result: pipeline leaks, slow handoffs
RouteIQSelf-learning, Salesforce native
  1. Logic
    Self-learning model trained on your closed-won data
  2. Optimization target
    Revenue per lead
  3. Speed to lead
    Under 3 seconds
  4. Decision transparency
    Plain-English rationale on every decision
  5. Setup
    Connect Salesforce, train on 90 days of data, live within 7 days
  6. Ongoing maintenance
    Zero. The system learns from every closed deal.
  7. Built for
    Mid-market revenue teams on Salesforce
Result: revenue per lead, every time

Same lead, same buyer, very different outcome.

Answers

Questions, answered.

Everything you need to know before booking a free audit. Still curious? We will cover it on the call.

Start with clearer routing.

See exactly where your inbound routing is leaking revenue. In 30 minutes, we map your flow, surface the rules quietly costing you pipeline, and show you what self-learning routing would change.

Free audit

Tell us about your routing.

Share a few details and we will reply within one business day with a tailored audit plan. No pitch, no slides, just a clear picture of where speed, fit, and trust are breaking down today.

  • Bottleneck map of your current routing logic
  • Estimated revenue lost to slow or wrong assignment
  • A 30 day plan to tighten handoffs and rebuild trust