Lead Routing with Policy Rules
Use Decision Engine logic to route inbound leads by region, segment, product fit, and account ownership.
Solutions / Team
Sales Workflows for Faster Cycles and Cleaner Handoffs
Unmeshed helps sales and revenue teams orchestrate lead flows, approvals, pipeline operations, and cross-functional handoffs with explicit runtime visibility.
Keep representatives focused on selling by automating repetitive pipeline operations.
Connect CRM, outreach, billing, and customer systems into one coordinated process.
Trace every decision and handoff from lead intake through closed-won and renewal.
Why Unmeshed Works Well for Sales Operations
These capabilities help sales teams automate at scale without losing control over routing, approvals, and process changes.
Single or Multi-Level Deal Approvals
Model approval paths for discounts, terms, and special deal structures with clear escalations.
API Orchestration for Deal Context
Fan out to multiple systems (CRM, enrichment, billing, product usage) and assemble one response for sales workflows.
Custom Logic for Advanced Teams
Use scripting steps for scoring transforms, exception handling, and custom payload generation.
Cross-Team Handoffs Without Friction
Coordinate transitions between sales development, account executives, finance, and success teams.
Full Traceability Through Process Changes
Keep execution history across flow revisions so operations teams can audit outcomes as sales motions evolve.
Lead Intake and Qualification
Automate lead intake, enrichment, qualification, and owner assignment so high-intent opportunities are acted on quickly.
- Receive leads from forms, outbound tools, and partner channels.
- Validate required account and contact fields before routing.
- Enrich with firmographic and behavioral context.
- Route by territory, segment, product line, and account owner rules.
Example Flow
Lead Intake and Qualification
Receive lead event
# step_1
Validate lead payload
# step_2
Enrich lead context
# step_3
Score and classify
# step_4
Route to owner queue
# step_5
Notify assigned representative
# step_6
Example Flow
Pipeline Stage and Opportunity Hygiene
Watch opportunity updates
# step_1
Validate stage requirements
# step_2
Apply inactivity checks
# step_3
Trigger owner reminders
# step_4
Escalate stale records
# step_5
Publish pipeline updates
# step_6
Pipeline Stage and Opportunity Hygiene
Keep pipeline data accurate through stage-based automation, inactivity checks, and SLA-driven reminders.
- Move opportunities across stages based on verified signals.
- Flag stale opportunities and trigger reminders for updates.
- Auto-create follow-up tasks when required fields are missing.
- Sync changes across CRM and analytics systems in near real time.
Quote, Discount, and Contract Approvals
Orchestrate commercial approvals with clear reviewer paths for discount thresholds, legal terms, and exception policies.
- Route discounts by policy tier and approval level.
- Add legal and finance approval paths for non-standard terms.
- Escalate overdue approvals automatically.
- Return approved payloads to quote and contract systems.
Example Flow
Quote, Discount, and Contract Approvals
Receive quote request
# step_1
Evaluate discount policy
# step_2
Route approval chain
# step_3
Collect reviewer decisions
# step_4
Escalate overdue approvals
# step_5
Return approved quote payload
# step_6
Example Flow
Meeting Prep and Post-Call Execution
Schedule detected meeting
# step_1
Fetch account context
# step_2
Assemble prep summary
# step_3
Dispatch to representative
# step_4
Capture post-call notes
# step_5
Update CRM tasks
# step_6
Meeting Prep and Post-Call Execution
Automate pre-call research assembly and post-call follow-up tasks to reduce administrative overhead for representatives.
- Gather account context before meetings from multiple systems.
- Push briefing summaries to representative channels.
- Create post-call tasks and follow-up reminders automatically.
- Update opportunity records from structured outcomes.
Sales to Success Handoff
Ensure closed-won transitions include the right implementation context, ownership, and onboarding actions.
- Trigger handoff package creation on closed-won events.
- Send implementation and onboarding tasks to delivery teams.
- Validate handoff completeness before activation.
- Coordinate notifications across sales and success stakeholders.
Example Flow
Sales to Success Handoff
Detect closed-won event
# step_1
Collect handoff artifacts
# step_2
Validate required handoff fields
# step_3
Create onboarding tasks
# step_4
Route ownership assignments
# step_5
Confirm handoff completion
# step_6
Example Flow
Renewal and Expansion Motions
Scan upcoming renewals
# step_1
Pull risk and usage signals
# step_2
Classify renewal health
# step_3
Route renewal playbook
# step_4
Trigger expansion workflow
# step_5
Close renewal outcome
# step_6
Renewal and Expansion Motions
Orchestrate renewal tracking, risk flags, and expansion triggers so account teams can act before opportunities slip.
- Track renewal windows and notify owners on schedule.
- Combine product usage and support signals to identify risk.
- Trigger expansion plays when account signals cross thresholds.
- Coordinate sales, success, and finance operations for renewal closure.
Example Workflow Blueprints
Use these as templates for implementation planning and phased rollout.
Lead-to-Opportunity Blueprint
- Lead event intake
- Qualification and policy scoring
- Territory and owner routing
- Task and reminder orchestration
- Opportunity creation and sync
Quote-to-Close Blueprint
- Quote request intake
- Discount and term policy check
- Approval chain routing
- Contract payload generation
- Closed-won activation events
Renewal Operations Blueprint
- Renewal window trigger
- Risk and expansion signal fan-out
- Playbook routing by account health
- Cross-team handoff actions
- Outcome capture and reporting
Architecture and Runtime Notes
- Use fan-out calls to gather deal context from CRM, product, support, and finance systems in parallel.
- Keep routing and policy behavior in decision tables for faster updates without orchestration rewrites.
- Model human approvals as explicit workflow steps with timeout and escalation semantics.
- Publish milestone events for analytics and forecasting so reporting remains consistent.
Rollout Plan
- Start with one high-friction workflow that crosses multiple teams.
- Define ownership and SLA behavior at each step before launch.
- Instrument step outcomes and failures from day one for fast iteration.
- Replicate proven flow patterns across adjacent sales operations workflows.
Build Sales Workflows with Unmeshed
Start with a high-friction sales process, then expand to end-to-end orchestration across pipeline, approvals, handoffs, and renewals.