Making routing personal: How Brandboom customized user journeys in their demo scheduling process

The challenge: Complex multi-region routing with limited control

Mark, Head of Business Development at Brandboom, shared his experience with their previous scheduling setup:

“With Chilipiper…when someone got disqualified, you had just one page you could send them to."
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Key pain points:

• Inflexible routing rules that didn't match their nuanced qualification needs
• Basic disqualification flows that treated all non-qualified leads the same
• Manual work required for basic rules like blocking certain domains
• Integration issues causing form submission errors
• Limited visibility into why routing decisions were made
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The solution: Driving lead qualification and operational excellence with advanced routing 

RevenueHero offered Brandboom more than just intelligent routing—it revolutionized their approach to lead management by enabling efficiency, accurate lead matching, and hyper-personalized user experiences. 

With layered qualification capabilities, Brandboom routed prospects to the right teams based on region, use case, and business fit (e.g., apparel, home decor, furniture). For those who didn’t book a demo, RevenueHero’s multi-path routing redirected them to industry-specific landing pages or tailored content, ensuring engagement at every step of the journey.
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Disqualification for us doesn't mean they're not a good fit - it's just that they're in a different pool of customers. With RevenueHero, we can almost qualify and then qualify again.

Brandboom leveraged several standout RevenueHero features to achieve this:

• Smart domain filtering: Automatically pre-qualify leads based on email domains and company signals, filtering out unfit prospects early while creating personalized journeys for targeted outreach.

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• Multi-path routing: Prospects were redirected to industry-specific landing pages based on their interactions, turning previously disqualified leads into fresh opportunities by aligning them with the right resources. For instance, a lead in the e-commerce sector who didn’t book a demo was guided to a landing page showcasing e-commerce-specific case studies and solutions.

• Campaign tools: Magic links in email campaigns and pre-filled form inputs removed unnecessary steps for users, enabling one-click journeys that guided them directly to the scheduler—no typing out repetitive information like name and email.

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• Comprehensive routing logs: Full visibility into routing decisions allowed Brandboom to easily troubleshoot errors, fine-tune processes, and identify areas for optimization in their inbound routing workflows.

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RevenueHero’s unmatched support, with quick Slack responses and instant troubleshooting via Zoom calls, further enhanced Brandboom’s confidence in the platform and operational agility.

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The impact

Brandboom has seen several key improvements:

Higher data accuracy

RevenueHero significantly reduced form submission errors and duplicate entries, resulting in cleaner, more reliable data flowing into their CRM. This improved data quality enhanced attribution tracking and prospect insights.
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The errors have been a lot less since moving to RevenueHero. In terms of form submissions and what we're seeing in our platform, it's been a lot more accurate.
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In fact, RevenueHero has a full history—a waterfall history—of where things went wrong. It helps us pinpoint issues, assess opportunities, and refine our inbound routing. It’s been incredibly useful.

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Reduced operational dependency

With the ability to modify routing rules in real-time without engineering support, the sales team gained full control over their workflows. They can now quickly adapt to evolving team structures and territories, ensuring efficiency in managing leads.

We've been able to route things in a certain way and fine tune things ourselves. We're all short on time, we're all time stretched and resource stretched, so being able to dig down on and distribute that, I think, is one of the biggest things for us.

Better meeting quality 

Advanced geographic and timezone-based routing ensured prospects were matched with the right regional teams, leading to a noticeable increase in meetings converting into qualified opportunities.

We hand off the calls to the right sort of people and who are best placed to handle those sort of requests. It's been a lot more powerful to be able to manage that as well as, you know, having a team that's spread around the world.

Frictionless prospect experience

Prospects experienced a smoother booking journey with one-click scheduling, automatic time zone detection and regional team matching, resulting in fewer drop-offs and higher conversion rates.

When you're trying to convert customers, the less they have to type in, the less they have to think about or the less they have an option to reconsider is always better.

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RevenueHero features that made the difference

For Sales Teams

• Inbound router for instant lead qualification
• Campaign router for outbound sequences
• Magic links for one-click booking

For Marketing Teams

• White -labeled booking interface
• Redirect rules based on prospect interaction
• Real-time conversion tracking

For Operations Teams

• HubSpot native integration
• Routing logs for complete visibility
• Distribution reports for team performance
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Looking ahead

Brandboom continues to optimize their routing setup, recently expanding to include customer success teams in their inbound queue. As Mark notes:

That's a brand new thing for us. We've only been able to do that because we were able to dig down on time wastage on calls and meaningful meetings. The long term benefits are going to be amazing.

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They're leveraging RevenueHero's granular controls and analytics to continuously refine their qualification process, ensuring every prospect gets the right attention from the right team member at the right time.