MARKETING
Lead Handoff Playbook
Leads don’t convert as soon as they enter your funnel. They transition through different stages from marketing to sales to customer success in the funnel. However, this journey is often riddled with a lot of friction, causing potential leads to slip through the cracks. And every lost lead equals lost revenue opportunity. Here’s a “lead handoff playbook” with simple frameworks for smooth handoffs at every lifecycle stage.
The go-to-choice of today's modern revenue teams
In this guide, you’ll learn:
- What is a lead lifecycle?
- What is lead handoff
- Understand why leads often go lost in the funnel
- Simple handoff frameworks for every stage of the buyer journey.
See how companies use PowerRouter
to unlock their revenue potential
"PowerRouter is the best lead routing tool in the industry right now. It effortlessly simplifies our MQL-based lead routing workflows, reducing MQL leakage by 80%. We rely on PowerRouter for all our lead routing needs to ensure the leads land in the hands of the right sales teams."
Nick Lauricella
Sr. Marketing Operations Manager, Cockroach Labs
"PowerRouter has changed how we handle lead routing, boosting our efficiency significantly. Integrated with Salesforce, it ensures accurate and fair lead distribution, improving operational accuracy. The streamlined routing also enhances sales process efficiency, freeing up time for lead engagement and simplifying productivity. Highly recommended for any business looking to optimize their conversion, accuracy, efficiency, and management."
Austin Walter
Revenue Operations Manager, ShipBob
"PowerRouter has been a great addition to our tool stack for a number of reasons. It lives directly inside Salesforce so it connects seamlessly with our CRM. We were previously paying 4x the cost for the same or potentially less functionality. PowerRouter is a simple yet powerful and effective way to route sales leads."
Sam Rosenbaum
Head of Enterprise Sales, UXPin
"PowerRouter has been a perfect lead assignment solution. It has saved a lot of admin time and we anticipate increasing conversion rates leading to more sales"
Jasmine Watts
COO, Tahoe Mountain Realty
PowerRouter has helped us solve one of our important business needs in Salesforce. This tool ended up solving our round robin needs flawlessly!
Edward Glenbockie
Sales Operations Manager, Emtrain.
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