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SaaS Companies

Can Voksha route calls to different AEs based on which product line the caller is asking about?

Avi NashVP of Growth

For SaaS Companies

Yes, this is a standard configuration for SaaS companies with more than one product, sometimes called multi-product call routing. During setup, you define your product lines and the qualifying questions that identify which one a caller is asking about, then map each product to the AE, team, or calendar that should receive that lead. A caller asking about your core platform gets routed and qualified differently than a caller asking about an add-on module or a newer product line you launched last quarter, and each can land on a different AE's calendar or a different Salesforce or HubSpot pipeline. This matters because multi-product SaaS companies frequently have specialized AEs, someone who owns your flagship product's enterprise deals and a separate rep or team who owns a newer product still building pipeline, and misrouting a qualified lead to the wrong rep costs time and sometimes the deal itself if the caller has to re-explain their needs to a second person. Setup for this takes longer than a single-product configuration, expect closer to 30 minutes than 5, since you are defining multiple qualification flows and routing rules instead of one. Once live, the routing logic runs automatically on every call, so a caller mentioning your newer product by name, or describing a use case that maps to it, gets routed correctly without a human triaging the call first.

Yes, this is a standard configuration for SaaS companies with more than one product, sometimes called multi-product call routing. During setup, you define your product lines and the qualifying questions that identify which one a caller is asking about, then map each product to the AE, team, or calendar that should receive that lead. A caller asking about your core platform gets routed and qualified differently than a caller asking about an add-on module or a newer product line you launched last quarter, and each can land on a different AE's calendar or a different Salesforce or HubSpot pipeline. This matters because multi-product SaaS companies frequently have specialized AEs, someone who owns your flagship product's enterprise deals and a separate rep or team who owns a newer product still building pipeline, and misrouting a qualified lead to the wrong rep costs time and sometimes the deal itself if the caller has to re-explain their needs to a second person. Setup for this takes longer than a single-product configuration, expect closer to 30 minutes than 5, since you are defining multiple qualification flows and routing rules instead of one. Once live, the routing logic runs automatically on every call, so a caller mentioning your newer product by name, or describing a use case that maps to it, gets routed correctly without a human triaging the call first.

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