Lead Disqualification & Campaign Automation
INTRODUCTION
To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.
PROBLEM
Manual Disqualification
Manual disqualification resulted in SDRs wasting time on dead leads.
Dialer Sync Issues
Dialer (Five9) lists were not automatically synced with Salesforce status.
Complex Web Leads
Complex web leads that were manually assigned needed exception handling.
Follow-Ups to Ineligible Leads
Leads who had already purchased or opted out still received follow-ups.
Campaign Clutter
Campaigns were cluttered with low-quality or opted-out leads.
SOLUTION
Lead-Based Automation
- A rules-driven trigger was implemented to monitor key lead fields.
- Automatically updates lead status to Disqualified, Nurture, or Follow-Up.
- Removes disqualified leads from active campaigns.
- Adds relevant leads to nurture campaigns.
- Captures and logs the reason for disqualification or rerouting.
Dialer Integration with Five9
- Automatically notifies Five9 to remove leads when certain conditions are met.
- Ensures leads marked as "Do Not Call" or those exceeding dial limits are promptly dequeued.
- Communication handled seamlessly via middleware integration.
Smart Campaign Management
- Disqualified leads are instantly removed from all sales campaigns.
- Leads in nurturing stages (e.g. "Quote Sent", "Order Pending") are added to dedicated nurture campaigns.
- Prevents duplicate campaign memberships for cleaner tracking.
Web Lead Exception Handling
- Special rules are in place for manually assigned web leads.
- These leads bypass the auto-disqualification logic.
- They are routed to SDRs for manual follow-up without interference from the dialer system.
BUSINESS OUTCOME
Disposition Logic
Trigger removes leads based on disposition logic, ensuring only qualified leads remain in campaigns.
Auto Dequeue
Triggered API or middleware call instantly dequeues dead leads from the dialer system.
Real-Time Updates
Campaign members are updated in real-time via Apex for accurate, up-to-date campaign lists.
Efficiency
No time wasted on unqualified leads—SDRs focus only on viable prospects.
Exceptions
Leads with 'Other' disposition bypass disqualification logic, allowing for manual review or special handling.
Audit Trail
Custom log object enables full visibility into all lead disqualification and campaign update actions.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Rental
Innovative Acumatica Customization for Seamless Operations
Our client, a leading utility rental company based in the USA, successfully implemented Acumatica and sought additional customization to enhance operational efficiency. We provided tailored solutions to optimize their processes and address their specific challenges effectively.
Utility
Automated Sales Order Creation in Acumatica Using AI
A mid-sized distribution company faced mounting operational hurdles processing hundreds of daily customer orders received via email and PDF attachments. Their sales support team was bogged down by manual data entry, frequent mistakes and long turnaround times, all hindering both efficiency and customer satisfaction.