Reliable Automation for Lead Routing, Follow-Up, and Revenue Operations Workflows

RoboHen redesigns and automates Sales Operations workflows so inbound leads are routed consistently, follow-up happens on time, and pipeline hygiene improves without adding manual triage. Using clear workflow logic, human oversight, and AI assistance with guardrails, we help revenue teams eliminate missed handoffs and scale predictable execution across teams.

Book Sales Operations Workflow Assessment

Sales execution breaks when routing rules and follow-up live in people's heads

Sales Operations workflows break down because:

  • lead intake comes from multiple channels with inconsistent data
  • routing rules drift over time or vary by rep and manager
  • qualification steps are applied unevenly
  • handoffs between SDRs and AEs are informal
  • follow-up SLAs are not enforced
  • duplicate records accumulate across CRM and spreadsheets
  • reporting depends on manual cleanup

The result is slower response times, lost leads, unreliable conversion tracking, and leadership visibility gaps.

RoboHen fixes this by introducing structure, enforceable rules, and reliable execution to revenue workflows.

Sales Operations Workflows We Transform

High-impact automation across the revenue lifecycle

RoboHen focuses on the workflow steps that drive speed, consistency, and measurable conversion outcomes.

Lead Intake & Normalization

Standardize inbound lead capture across channels:

  • form ingestion
  • email and partner referral parsing
  • enrichment and normalization
  • deduplication and validation

Outcomes:

cleaner CRM data and fewer manual corrections.

Lead Routing

Make routing deterministic and auditable:

  • territory and segment routing rules
  • round-robin distribution
  • capacity-based assignment
  • exception paths for high-value or ambiguous leads

Outcomes:

faster assignment, fewer unowned leads, consistent coverage.

Qualification & Enrichment (with Guardrails)

Use AI safely where it helps, without changing deal ownership or policy:

  • enrichment and research
  • summarization and classification
  • suggested next steps
  • human review for edge cases

Outcomes:

less manual triage and more consistent qualification.

Follow-Up SLAs, Reminders, and Escalations

Enforce timing and accountability:

  • SLA timers
  • reminders and nudges
  • escalation to managers
  • reassignment when needed

Outcomes:

faster response times and fewer missed follow-ups.

Handoff Workflows (SDR → AE → CS)

Standardize handoffs so context is never lost:

  • required fields and checkpoints
  • structured notes and summaries
  • approval or review steps when needed
  • audit visibility into every transition

Outcomes:

cleaner transitions and better customer experience.

How Sales Ops Automation Stays Reliable

Predictability comes from structure, oversight, and controlled AI assistance

Every Sales Ops workflow RoboHen implements follows the same reliability principles.

1

Clear Workflow Logic

We rewrite routing, qualification, and follow-up steps into explicit logic so execution is consistent across reps and regions.

2

Human Oversight

Sales leadership remains in control of routing policy and exceptions, high-value lead handling, handoff rules, and escalation decisions.

3

AI Assistance with Guardrails

AI supports safe tasks like enrichment and summarization while routing policy and ownership decisions remain governed by explicit rules.

4

Enterprise-Grade Execution

Workflows run predictably with auditability and recovery, without brittle scripts or ad hoc automations.

Results for Sales Operations Teams

What revenue leaders can expect

Organizations using RoboHen for Sales Operations automation typically achieve:

  • faster lead response times
  • fewer missed handoffs
  • more consistent qualification and follow-up
  • cleaner CRM data and reporting
  • improved visibility into conversion bottlenecks
  • cleaner CRM data and pipeline hygiene

Sales Ops teams gain confidence that revenue workflows execute consistently as volume grows.

Real-World Examples

Typical improvements

  • lead routing time reduced from hours to minutes
  • follow-up SLAs enforced automatically
  • fewer duplicate and stale leads
  • more predictable handoffs between SDRs, AEs, and Customer Success

Ready to Improve Your Sales Ops Workflows?

Three ways to continue

Book a sales operations workflow assessment

Review your current lead routing and follow-up processes and identify opportunities to improve speed, consistency, and conversion outcomes.

Book Sales Ops Workflow Assessment

Explore Sales Ops case studies

See how teams improved routing, follow-up discipline, and pipeline hygiene with RoboHen.

View Case Studies

Review a Sales Ops workflow example

See the structure behind lead routing and follow-up enforcement.

Lead Routing