How can I ensure existing customers are routed to Customer Success calendars instead of Sales?

When a customer needs help on priority, they don’t always pick the right booking link—they’ll grab the first one they see, be it from your website or an old email thread. But if they're coming through your sales channels, they end up on a discovery call with an AE who's never met them before. With RevenueHero, you can instantly match them to their dedicated CSM's calendar, no matter which booking link they use.
"Ugh, another customer booked a meeting through our demo form"
"Wait, why did Acme book with sales? They're a 2-year old customer..."
"Ignore those 12 meetings from pipeline - all just customers booking demos"

H🤔w can I do that?

Set up your matching rules so that whenever your customers book time with your team — they'll land right on their CSM's calendar. No more manual reassignments or detours through sales, keeping your AEs' calendars clear for new opportunities while your customers get the white-glove experience they deserve.

See exactly how to set up this matching rule in RevenueHero:

Why should I do it?
  • Ensure customers get immediate access to their dedicated support team
  • Prevent Sales from accidentally booking meetings with existing customers
  • Create a white-glove post-sale customer experience
  • Better track customer engagement and meeting patterns
  • Keep customer meetings out of your sales pipeline for accurate forecasting

Why should I d🧐 it?

  • Ensure customers get immediate access to their dedicated support team
  • Prevent Sales from accidentally booking meetings with existing customers
  • Create a white-glove post-sale customer experience
  • Better track customer engagement and meeting patterns
  • Keep customer meetings out of your sales pipeline for accurate forecasting

How have others done this?

For B2B SaaS teams
For non-SaaS B2B teams:
Healthcare Software Implementation
  1. Customer schedules through support portal
  2. System checks key account attributes like:
    • Care settings (Hospital/Clinic/Lab)
    • EHR integration needs
    • Implementation phase
  3. RevenueHero matches to the right team member:
    • Clinical workflow specialist for hospitals
    • Practice management expert for clinics
    • Technical specialist for EHR integrations
  4. Maintains continuity of implementation support
Financial Services Training
  1. Client books through learning portal
  2. System identifies training needs based on:
    • Product module usage
    • Compliance certification level
    • User role (Admin/Trader/Analyst)
  3. RevenueHero routes to appropriate trainer:
    • Technical trainer for platform admins
    • Trading desk specialist for traders
    • Analytics expert for reporting teams
  4. Ensures consistent training experience

Implementation Templates

  • Set up clear customer identification fields
  • Create backup routing for when primary CSM is unavailable
  • Monitor meeting types to identify training needs
  • Track customer meeting frequency for health scores

Explore Our Latest Use Cases

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Not every booked meeting is the same, so why should every success page be? When a prospect books (or doesn’t book) a meeting, you want to guide them to the right next step—whether it's an onboarding page, a self-serve resource, or an alternative action for disqualified leads. With RevenueHero, you can dynamically redirect prospects to the right success page based on their booking status and lead qualifications.

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How can I automatically reassign leads if a rep is on vacation or out of office?

A key rep is out on vacation—or worse, out sick last minute—and now their meetings are either being missed or manually reassigned. Meanwhile, new leads keep coming in, but no one’s available to take them. Instead of scrambling to fix things, what if your routing handled this automatically?

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How can I disqualify leads using free email providers (Gmail, Yahoo, Outlook)?

Nothing slows down your sales team like unqualified prospects booking meetings—especially when they’re using personal email addresses (Gmail, Yahoo, Outlook). More often than not, these aren’t real business opportunities. They’re students, job seekers, or research inquiries that drain AE time. Manually screening them out? That’s not scalable.

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