High-value group business is lost to manual lead triage. Incoming RFPs from email, web forms, and CRMs like Salesforce or Oracle Opera sit in queues, awaiting manual review for budget, dates, and strategic fit. This delay causes missed response SLAs and misrouted opportunities. A custom automation workflow ingests these leads, applies multi-criteria scoring using historical win data and external signals, and immediately routes the highest-potential opportunities to the correct sales manager with a summarized brief and suggested next steps. The operational upside comes from compressing lead-to-assignment time from hours to seconds, ensuring your best sellers focus on the most convertible business.




