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SaaS Companies

How does Voksha handle call routing if we sell multiple products under one company?

Avi NashVP of Growth

For SaaS Companies

Multi-product call routing is one of Voksha's core configurations for SaaS companies, since it is common to have a flagship product with an established AE team and one or more newer products or add-on modules with a different team, different pricing, or an earlier-stage go-to-market. During setup, you define each product line, the qualifying questions specific to it, and the routing destination, which AE, team, or calendar should receive a qualified lead for that product. A caller describing a use case that maps to your newer product, or naming it directly, gets qualified against that product's specific criteria and routed to the team that owns it, rather than defaulting to whichever AE happens to answer or getting routed to your flagship product's team who may not have deep expertise in the newer offering. This matters practically because multi-product SaaS companies frequently see leads misrouted when handled by a general receptionist or an SDR unfamiliar with the newer product line, costing time and sometimes the deal when a prospect has to re-explain their needs to a second person after being routed incorrectly. As you add product lines over time, or as ownership shifts, a product moving from a dedicated team to being folded into your core sales motion, routing rules can be updated without re-architecting the whole setup, each product's qualification flow and destination stays independently configurable as your portfolio and team structure evolve.

Multi-product call routing is one of Voksha's core configurations for SaaS companies, since it is common to have a flagship product with an established AE team and one or more newer products or add-on modules with a different team, different pricing, or an earlier-stage go-to-market. During setup, you define each product line, the qualifying questions specific to it, and the routing destination, which AE, team, or calendar should receive a qualified lead for that product. A caller describing a use case that maps to your newer product, or naming it directly, gets qualified against that product's specific criteria and routed to the team that owns it, rather than defaulting to whichever AE happens to answer or getting routed to your flagship product's team who may not have deep expertise in the newer offering. This matters practically because multi-product SaaS companies frequently see leads misrouted when handled by a general receptionist or an SDR unfamiliar with the newer product line, costing time and sometimes the deal when a prospect has to re-explain their needs to a second person after being routed incorrectly. As you add product lines over time, or as ownership shifts, a product moving from a dedicated team to being folded into your core sales motion, routing rules can be updated without re-architecting the whole setup, each product's qualification flow and destination stays independently configurable as your portfolio and team structure evolve.

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