Here's our little big updates

RevOps teams, your most thankless job has just become obsolete. No more playing mediator because Brad got 8 meetings this week and Stacy got 2 (and somehow that’s your problem).

Introducing Balanced Round Robin: the first system that actually distributes meetings fairly. Not “fairly” as in everyone technically had their calendar open, but fairly as in, we also checked how many meetings they already have before assigning another one. Revolutionary, we know.

The breakdown’s below, but take a moment to picture a world where sales reps don’t ping you at 5:17 PM asking why they didn’t get that lead. Companies like Seamless are already living that dream. So what’s stopping you? (Besides Brad.)

Oh, and marketers, we see you too.

Inbound Links turns your entire routing logic into one smart, reusable link. Drop it anywhere — LinkedIn, newsletter, bathroom stall (you do you) — and it just works.

Yes, the possibilities are endless. And yes, we’re a little smug about it.

1. Balanced Round Robin: Because fairness shouldn’t be a spreadsheet exercise

You know what keeps RevOps teams up at night? Seeing one rep with 7 meetings while another has 2 — even though they’re in the same round robin queue…with the same rules.

Balanced Round Robin is our answer to the age-old meeting distribution problem. It dynamically balances meetings across your team based on actual workload, not just sequence or availability.

What it does:

• Intelligently filters reps based on both real availability AND current meeting load
• Prioritizes reps with fewer meetings to keep distribution fair
• Adjusts automatically when someone gets overloaded
• Still shows enough slots for prospects to book smoothly

No more toggling reps on/off. No more “quick spreadsheet checks” at 6 PM. It runs in the background and keeps things even—like it always should’ve.

Dive into all the details here.

2. Inbound Links: Your entire routing engine, packed into a simple link

Need to drop a demo link in a campaign, email, or support chat and have it route properly? You can now do that. Inbound Links let you embed your full routing logic: qualification + matching + distribution, into a single link.

What makes inbound links different from campaign links?

Campaign links match meetings to people within a specific team, perfect for dedicated team campaigns or straightforward SDR-to-AE handoffs.

Inbound Links go a step further—they run through your full routing engine—applying complex qualification rules, territory mappings, and custom distribution logic just like your web forms do.

Perfect for:

• Running LinkedIn ad campaigns where enterprise leads go to senior AEs and SMB leads to mid-market reps
• Adding to knowledge base articles where product-specific questions route to specialized solution consultants
• Using in nurture emails where prospects from different territories need to connect with their regional teams

Set up once, deploy everywhere. No more creating different workflows for different channels.

Want to see these new features in action? Request a demo and we’ll show you how they can transform your meeting distribution game.

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This month, we’ve made it easier to route leads based on the context they come in with — whether it’s language, region, or product interest. You can now dynamically tailor your routing rules based on the page URL where a form is submitted.

In addition, you now have the ability to skip account ownership if there’s no prior activity, making lead distribution fairer and helping your reps engage faster without blockers.

Source URL filters: Route based on exactly where someone landed 🔍

You can now add source URL filters to your distribution or matching rules — which means you can route leads based on the specific page they filled out your form on.

No more generic routing logic that treats everyone in the same way.

This is especially helpful if you have:

• Multiple product lines: Route straight to reps who know that product inside out
• A global team: Leads from /uk/ or /de/ pages go directly to regional reps
• Localized content: Match folks from Spanish pages with Spanish-speaking reps

Basically, no more awkward handoffs or “hey can someone else take this?” threads in Slack. Leads land with the right person from the get-go.

Advanced date filters: Smarter routing based on activity ⏰

We’ve expanded your date filter options so you can build smarter rules around ownership and engagement windows. Use filters like Last activity date, Create date, Date of last meeting booked. And apply conditions like:

• Last 60 days
• Last 90 days
• Before 180 days
• This month, last month, etc.

This gives you more control over when a rep keeps ownership, and when it’s time to move the lead back into rotation. A few examples:

• “If they’ve been active in the last 60 days, keep them with the current owner.”
• “If no one’s touched this in 90+ days, send it back to the round robin.”

Fairness among sales reps is a core value of how we build features and this small but super useful feature should help reps who work accounts more get more shots at making quota than someone who owns an account but doesn’t have any activity.

That’s it for February.

March is looking exciting — let’s just say your RevOps team might want to keep a close eye. 👀

Till then, happy routing.

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The new year is here, but our goal at RevenueHero remains the same: to grow our product based on customer feedback. And one of the interesting things we found out is that Relays are used not just by SDRs at companies but also by AEs + CSMs or AEs + technical experts.

And as always, we made sure this becomes even easier for you to do - with this latest feature release.

Relays makes sure bookers are also available for the handoffs that matter 📅

Now, when booking a meeting using Relays, you can check the timeslots of both the booker and bookee before confirming that meeting.

This, of course, helps SDRs who need to be part of high-stakes handoffs. But it’s also a nifty add-on for all the amazingly innovative ways that different teams are actually working together – whether when you need an SE for technical demos or CSM tag along for quarterly reviews.

The best part? It’s just a toggle away on your Relay router settings. Turn it on when you need it, off when you don’t. Simple as that.

Want to see this feature in action? We’re just a demo away! And as always, drop us a line in Slack if you’ve got any questions or feedback - we love hearing from you!

That’s January wrapped up! Stay tuned for February - we’ve got some exciting updates cooking that’ll make your scheduling experience even smoother.

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December is here, and we’ve saved our best for last! While Santa’s elves are busy in the North Pole, our dev team has been working their own magic to deliver one final gift to wrap up 2024. This month, we’re introducing collective round-robin for your Relay meetings - a feature that makes team meeting coordination as smooth as a well-orchestrated holiday concert.

1. Collective round-robin for team handoffs: A smarter way to tag-team meetings

Ever tried assembling IKEA furniture solo when you really needed a second set of hands? Some meetings are exactly like that—they demand more than one expert to get the job done right.

That’s why we’ve built a smarter way to handle meeting handoffs between your teams that maintains momentum while ensuring the right experts are present.

Here’s how it works:

When your SDR lands a “yes” from a prospect for a new business opportunity, they simply click the Relay button in their browser extension and select “New Business Meeting.” RevenueHero automatically:

• Checks if it’s an existing account in your CRM
• Shows overlapping availability between the SDR and relevant AE
• Books a meeting with both present
• Updates your CRM with meeting info, and meeting the meeting activity

This eases the transition from prospecting to closing, building trust with your prospects and keeping the sales cycle on track.

And when you need the dream team:

When an SDR secures a meeting with a decision-maker who’s ready to dive into APIs, scalability, and pricing, Relays steps up again. It automatically pairs your AE with the SE, ensuring the right mix of business and technical expertise.

No more calendar juggling, no “let me check with our SE” delays, and no manual CRM updates.

Key benefits:

• Eliminate “who’s available when” email chains
• Ensure smooth transitions between teams
• Maintain context through automated CRM updates
• Fair distribution of meetings across both teams
• Reduce no-shows with both key contacts present
  

Think of it as your personal meeting matchmaker, removing the need for manual coordination so your team can focus on delivering their A-game in every call.

And that’s a wrap on 2024! While everyone else is winding down for the holidays, we’re already buzzing with excitement about what’s coming in 2025. Until then, may your meetings be merry, your calendars bright, and your team coordination delightful. See you next year with even more updates that’ll make you go ‘now that’s what I call magic!’ ✨

Curious about how 2024 unfolded for us? Check out our RevenueHero Wrapped 2024 blog here..

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The leaves are falling, but our features are rising! This November, we’ve packed some serious upgrades that’ll make your routing and scheduling experience simpler, smarter, and faster—just in time to wrap up the year strong!

1. Match & route meetings using custom objects in Salesforce

Custom objects are no longer the awkward middle child in your routing setup! You can now match and route meetings based on any custom object on Salesforce.

How does it work?

When someone books a meeting, RevenueHero can look up records in custom objects to determine the right owner. Just map your form field to any field in your custom object, and we’ll handle the routing. Let’s understand this better with some examples.

For B2B SaaS teams:

Let’s say you run a financial software platform with a custom “Partner Program” object:

• A customer books through your partner portal
• They enter their Partner ID in the form
• RevenueHero matches this against your “Partner Program” object
• The meeting routes to the Channel Manager assigned in that Partner record

For non SaaS businesses:

Imagine you’re a real estate agency with a custom “Property Listings” object:

• A prospect books a viewing appointment
• They enter the Property ID from your listing
• RevenueHero matches against your “Property Listings” object
• The meeting gets assigned to the listing agent for that property

Key Benefits:

• Route based on complex relationships tracked in custom objects
• Maintain data integrity between your objects and meeting assignments
• Support sophisticated business models without custom development

Leads and contacts don’t always capture the full picture. With this update, your routing is as unique as your business!

⚡ Pro tip: This is particularly powerful for marketplace businesses where you need to route based on relationships between multiple parties (sellers, buyers, agents etc.)

2. Advanced matching for Salesforce

You know how sometimes it feels like you need to play detective to track down a misplaced lead? With our advanced matching, we make sure every lead lands exactly where it should—no sleuthing required.

Got a prospect using a personal email but working at a Fortune 500 company? No problem! You can match based on multiple conditions, like company name AND location, ensuring leads land where they should.

For example, meet Alex:

→ Signs up using alex@gmail.com (tricky, since it’s a personal email!)
→ Works at TechCorp (provides this in the form)
→ Based in London (also from the form)
→ TechCorp has multiple accounts in your CRM

The old way? Simple domain matching would’ve left Alex in limbo since they used a personal email.

But with advanced matching, you can now stack conditions like building blocks:

• Match company name (TechCorp) AND
• Match location (London) AND
• Match industry (Financial Services)

So when Alex hits submit, RevenueHero automatically:

• Finds all TechCorp accounts
• Filters to London-based accounts in Financial Services
• Routes to the right account based on these specific criteria

Think of it as your CRM’s built-in Sherlock Holmes. Because in the real world, matching prospects to accounts often requires more than just an email domain – and now you’ve got all the clues you need to get it right the first time!

3. Smart settings in Relays

Ever wish your calendar could read minds? Well, we got pretty close:

• Auto-suggested best available time slots
• The ability to override suggested meeting assignees when a different team member is a better fit.
• The power to prioritize prospect meetings by scheduling over internally reserved slots, such as team syncs or internal catch-ups.

Because when that prospect finally says “yes” to a meeting, the last thing you want is to lose momentum shuffling calendars around. With smart suggestions and flexible overrides, you can keep your pipeline moving at the speed of sales. And hey, if we ever figure out actual mind reading, we promise to add that feature too! 😉

4. Skip the form, get to the meeting

Remember the last time you enjoyed filling out a form? Yeah, we don’t either. That’s why we’ve made it possible to prefill ANY form field from your URL parameters.

As a marketer, fields can feel like a necessary evil—can’t live with them, can’t live without them. With this update, you can pass all the data you already have in your CRM to automatically route prospects to the right sales rep. For instance, if Sarah from TechCorp watched your recent webinar on API integrations, you can route her straight to the AE who specializes in tech solutions.

The best part? Prospects skip the form entirely and head straight to picking a time slot. It’s like giving them a VIP pass—both smarter routing and a premium user experience!

That’s a wrap on November! Stay tuned for December’s updates - rumor has it they’re so good, Santa put them on his nice list twice! 🎅

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