MQL assignment
Without Sanka
Inbound stalls waiting for "the right SDR"
With Sanka
Auto-assigned by territory, load, and SLA
Smart Routing assigns the right owner and SLA before handoffs slip
Rule-based, load-aware, SLA-driven routing across the full revenue lifecycle — on top of your CRM.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Overview
Smart routing that assigns the right owner before work slips
Rule-based assignment
Route by stage, region, product, deal size, account tier, or custom field — any combination you can describe in a sentence.
Load-aware distribution
Round-robin, weighted, or capacity-balanced. Skip reps who are out of office, over quota, or already holding too much.
SLA-aware escalation
If the assigned owner doesn't act within SLA, reassign automatically and log the reason for manager review.
Workflow
Route every handoff before it stalls
- 01Assign inbound workRoute leads and inquiries by territory, account tier, capacity, and SLA.
- 02Trigger deal desk reviewMove non-standard deals to legal, finance, or approval owners on stage change.
- 03Kick off onboardingAssign customer success and delivery owners as soon as the deal is won.
- 04Escalate missed SLAsReassign or notify a backup owner when the assigned person does not act in time.
Compare
Why routing belongs in the back office, not just the CRM
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| MQL assignment | Inbound stalls waiting for "the right SDR" | Auto-assigned by territory, load, and SLA |
| Deal desk handoff | Rep emails legal, waits days | Triggered on stage change, tracked against SLA |
| Onboarding kickoff | Customer waits on AE to introduce CSM | Auto-handoff on close-won, owner and deliverables set |
| Support-to-CS escalation | Repeat tickets surface weeks late | Pattern-based escalation with audit trail |
Deal desk handoff
Without Sanka
Rep emails legal, waits days
With Sanka
Triggered on stage change, tracked against SLA
Onboarding kickoff
Without Sanka
Customer waits on AE to introduce CSM
With Sanka
Auto-handoff on close-won, owner and deliverables set
Support-to-CS escalation
Without Sanka
Repeat tickets surface weeks late
With Sanka
Pattern-based escalation with audit trail
Customer quotes
Customer stories from Sanka teams
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
How is this different from CRM workflow routing?
CRM workflows route CRM records. Sanka Routing covers the full revenue lifecycle — contracts, invoices, POs, projects, renewals — with one policy layer and one audit trail.
Do routing rules require a technical admin?
No. Rules are built in the workspace UI with a condition builder. Most teams launch with 5–10 rules in the first week without engineering help.
Can we route across entities or business units?
Yes. Rules can reference entity, region, product, or any custom field. Approval chains can span business units with full audit history.
What happens if an owner is out of office?
OOO is a routing condition. The rule skips unavailable owners and assigns the next eligible rep, or escalates to a named backup.