Lead routing and assignment · Sales
Send the Chennai enquiry to the rep who covers Chennai, not whoever replies first.
Without clear routing rules, an enquiry often goes to whoever is fastest to check WhatsApp that day. It rarely matters whether they cover that territory, speak the buyer's language, or handle that product line. Meanwhile, a rep on leave leaves their leads sitting unassigned, because nobody else was told to cover for them.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Lead routing and assignment is the set of rules that decide which rep, branch or specialist gets a new enquiry the moment it arrives. GullySales builds those rules around your territory, product, language and workload, automates assignment where your systems allow it, and makes sure no enquiry sits unassigned.
We build routing rules specific to how your business is actually structured, by branch, territory, product specialism, language or simple round-robin fairness. Automation runs the assignment wherever your CRM or tools allow it. Where that is not possible, we build a simple manual process with a clear fallback so nothing is ever left unassigned.
This work matters most once you have more than one person handling enquiries.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“An enquiry for one branch lands with a rep from a different city.”
The enquiry has to be manually spotted and forwarded, adding delay and sometimes getting missed entirely.
“One rep gets every enquiry because they check WhatsApp fastest.”
Workload is distributed by speed of noticing a message, not by fairness, fit or actual capacity.
“Nobody has rules for which product enquiries go to which specialist.”
A technical question ends up with whoever answered the phone, rather than the person best placed to handle it.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Routing rules definition
Clear, written rules for how enquiries should be assigned, based on territory, product, language or capacity.
Automated assignment
Assignment configured to happen automatically wherever your CRM or tools support it, removing manual forwarding.
Fallback and escalation
A defined next step when the usual owner of a lead type is unavailable, so nothing sits unassigned.
Load balancing
Rules to distribute enquiries fairly across a team, rather than concentrating them on whoever is fastest to respond.
Assignment visibility
A clear view of who has what, so a manager can see the distribution at a glance rather than asking around.
How the result is measured
- Leads correctly auto-assigned against the rules
- Leads left unassigned beyond an agreed time limit
- Workload balance across the team
- Time from an enquiry arriving to it being assigned
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Multi-branch or multi-territory businesses where enquiries need to reach a specific location's team
- Companies with product specialists who should each get the enquiries that match their area
- Teams where one rep ends up with most enquiries simply because they check messages fastest
Not for
It is not the right fit if.
- You are a single person handling every enquiry personally; routing rules solve a problem you do not yet have
- Your enquiry volume is so low that manual assignment by a manager works fine without a formal system
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the lead routing and assignment work runs
- 1
Audit current assignment
We look at how enquiries are actually assigned today and where they most often go to the wrong person or nobody at all.
- 2
Define routing rules
We agree clear rules based on territory, product, language or capacity, matched to your actual team structure.
- 3
Automate assignment
Where your CRM or tools support it, assignment is configured to happen automatically the moment an enquiry arrives.
- 4
Set fallback rules
A clear next step is built for when the usual owner is unavailable, so leads never sit unassigned.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix that matters most, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can this work without a sophisticated CRM?
How do you handle someone being on leave?
Will this feel unfair to reps who currently get the most leads?
How is this priced?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
Lead routing and assignment, written for your industry.
Related services
Often bought with this, or instead of it.
Read before you buy
- Marathi for dealers and English for Mumbai buyers: setting the reply language by enquiryHow a Maharashtra business that sells to Marathi-speaking dealers and English-speaking Mumbai buyers marks each enquiry's language when it arrives, saves it on the contact and sends it to the right person.
- Hyderabad buyers expect a reply in minutes and your office is in a district: promise what you can keepA district supplier cannot match a Hyderabad firm's five-minute reply, but it can publish an honest reply time, give the enquiry phone to one named person and keep the promise every working day.
- Replying to Bengaluru buyers before lunch when the owner is on the shop floorHow a unit whose owner works the floor all morning can still answer Bengaluru buyers before lunch: who watches the inbox, a four-part reply, and what they may quote without asking.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.