Fixing Lead Routing Chaos with Marketo Dynamic Chat
In this episode, we uncover how a client was losing high-quality leads due to poor lead routing in their old chat tool. Follow-ups were delayed, conversions dropped, and the sales team was frustrated.
The Switch to Marketo Dynamic Chat
We implemented Adobe’s Marketo Dynamic Chat to take control of the chaos. Here’s how we transformed their lead management:
- Engagement-Based Routing:
We built logic to prioritize leads based on engagement levels—ensuring hot leads were fast-tracked to sales. - Smart Distribution:
Leads were evenly distributed across the sales team, preventing overload and improving response times. - Direct Booking:
We enabled in-chat appointment scheduling, making it easier for prospects to connect instantly.
The Results: Faster Response, More Deals
- Improved speed and consistency in sales follow-ups
- Smoother customer experience and higher satisfaction
- Boost in lead-to-sale conversions
Conclusion
Lead routing using Marketo Dynamic Chat not only improved sales team efficiency but also unlocked real revenue opportunities by ensuring no lead went unnoticed.
