Keep Sales Focused on New Revenue
Automatically route existing customers to support teams and VIP accounts to their dedicated reps. Stop wasting sales time on service requests. Upload account lists via CSV or sync with Google Sheets for real-time routing updates.
Live Account Routing Examples
Is Your Sales Team Focused on Revenue or Service?
Without intelligent account-based routing, your sales team becomes an expensive customer service department. Here's what's really happening:
75% of Sales Calls Are Existing Customers
Your sales reps are spending 3 out of 4 calls helping existing customers pay bills, check order status, or get basic support. These simple tasks that should go to customer service are consuming your most expensive resources - your sales team.
VIP Customers Getting Poor Service
Your most valuable accounts are stuck in general queues, leading to frustration and potential churn. Without proper routing, enterprise customers receive the same treatment as prospects.
Manual Account List Management
Teams waste hours updating spreadsheets and manually configuring call routing rules. When account statuses change, routing rules don't update, leading to misrouted calls.
No Regional Sales Assignment
Inbound leads get randomly distributed instead of going to the right regional rep. This leads to lower conversion rates and frustrated prospects being transferred multiple times.
The Real Cost of Poor Call Routing
With average field sales reps earning $105,482/year and spending 65% of their time on non-revenue activities, companies lose $68,352 per rep annually on tasks they weren't hired to do.
Source: 2024 Sales Productivity Studies show sales reps spend only 35.2% of time selling
Transform Your Sales Efficiency with Intelligent Routing
Flowyte's account-based routing seamlessly integrates with RingCentral to automatically identify callers and route them to the right team. Upload account lists or sync with Google Sheets for real-time routing updates.
CSV Upload & Google Sheets Sync
Upload your account lists via CSV or connect to Google Sheets for real-time updates. Changes sync automatically - no more manual routing rule updates.
- One-click CSV import
- Live Google Sheets integration
- Automatic sync every 5 minutes
- Support for 100K+ accounts
Smart Account Recognition
Instantly identify existing customers, VIP accounts, and support contracts. Route them away from sales queues to the right team every time.
- Real-time account matching
- Multiple list management
- Custom routing rules
- Priority account handling
Regional & Rep Assignment
Automatically route new leads to the correct regional sales rep based on area code, zip code, or custom territories. No more lost opportunities.
- Geographic routing
- Round-robin distribution
- Rep availability checking
- Territory management
Sales Efficiency Analytics
Track how much time you're saving, conversion improvements, and ROI. See exactly how account-based routing impacts your bottom line.
- Time saved per rep
- Conversion rate tracking
- Call routing analytics
- ROI dashboard
Works Seamlessly with RingCentral
Enterprise Security
SOC 2 compliant with end-to-end encryption
Real-Time Sync
Instant routing updates as account lists change
Unlimited Accounts
Handle 100K+ accounts without performance impact
Set up in minutes, see results immediately. No complex configuration required.
Account-Based Routing Routing Rules from Google Sheets
Import your account-routing routing rules directly from Google Sheets with real-time synchronization, allowing you to manage call routing using familiar spreadsheet tools.
Why Account-Based Routing Professionals Use Google Sheets for Routing Rules
Start Managing Your Account-Based Routing Routing Rules Today
Join hundreds of account-routing professionals who easily manage complex routing rules using familiar Google Sheets with real-time synchronization.
Account-Based Routing for Every Industry
From B2B software to healthcare, intelligent routing transforms how businesses handle inbound calls. See how companies in your industry use account-based routing to boost efficiency.
The #1 Problem: 75% of Sales Calls Are From Existing Customers
Our first three customers discovered that 75% of their sales team's incoming calls were existing customers wanting to pay bills, check order status, or get basic support. These routine tasks were consuming their most expensive resources instead of focusing on new revenue.
General Business - Any Industry
75% of sales calls are existing customers wanting to pay bills or get support
- Existing customers auto-route to support
- Bill payment inquiries skip sales queue
- Sales focuses on new revenue opportunities
- Save 20+ hours per rep weekly
B2B Software & SaaS
Route enterprise accounts to dedicated success teams
- Separate trials from paying customers
- VIP account white-glove service
- Support tickets bypass sales queue
Manufacturing & Distribution
Direct dealers to account managers, prospects to sales
- Existing dealer fast-track routing
- Regional sales territory management
- Warranty calls to service team
E-commerce & Retail
Premium customers get priority support routing
- Loyalty member express lanes
- High-value customer VIP routing
- Returns routed to specialists
Healthcare & Medical
Route patients vs. new provider inquiries
- Existing patients to care teams
- Insurance questions to billing
- New providers to sales team
Financial Services
High-net-worth clients to private banking
- Premium account direct routing
- Compliance-based call handling
- New leads to licensed reps
Franchises & Multi-location
Route by location and customer type
- Franchisee direct routing
- Territory-based assignment
- Corporate vs. local routing
Calculate Your ROI with Account-Based Routing
See how much time and money you could save by keeping your sales team focused on selling, not servicing.
Based on industry average: 75% of sales calls are existing customers seeking support, 65% time recovery possible, $105K average sales rep salary
The Numbers Speak for Themselves
Based on real customer data and industry research
Sales reps waste time on bill payments and support instead of selling
Sales teams close 35% more deals when focused on new opportunities
Teams generate 2x more leads when not handling service calls
Support tickets resolved 28% faster with proper routing
Average savings for a 10-person sales team per year
Sales professionals report 72% improvement in close rates
Most customers see full ROI within first month
Real Customer Success Story
Sales reps spending 40% of time on existing customer calls
Implemented Flowyte account-based routing with RingCentral
Results Achieved:
- 20% increase in dials per hour
- 22% increase in conversions
- 40% decrease in negative dispositions
- 28% increase in overall sales
"Intelligent routing has made a huge difference for us. Words cannot express how much I love this tool. It's so cool."
Sources: HubSpot 2024 ROI Report, InsideSales.com Time Management Study, VanillaSoft Customer Success Stories
Stop Wasting Sales Time on Service Calls
Your sales team is too valuable to be handling support requests. Let Flowyte automatically route existing customers to the right team while keeping your sales reps focused on closing new deals.
Ready to Boost Your Sales Efficiency?
Contact us today to see a demo and calculate your ROI
Join hundreds of companies saving millions in sales productivity