Lead Routing and Scoring Fix

Client: Mid-market SaaS (HRTech)

Challenge

Leads were sitting untouched for 2–3 days; sales complained about poor quality.
Marketing had no visibility into which channels were converting

What kanvl Did

  • Audited Marketo and Salesforce lifecycle.
  • Designed a new lead scoring system tied to behaviors (webinar
    attendance, asset downloads) and fit (company size, industry).
  • Standardized routing rules by territory and product line.
  • Created a demand waterfall dashboard in Power BI showing
    lead → MQL → SAL → SQL.

Result

  • Lead response time cut from 3 days to under 15 minutes.
  • Sales accepted 25% more MQLs (quality improved).
  • Leadership saw channel attribution clearly for the first time.