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.
Works natively with:HubSpot
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Mayu KawasakiSanka Inc.
Mayu KawasakiSanka Inc.Deal
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IDCompanyContactStageAmountClose dateOwner
1092Greenfield Logistics Ltd.James CarterClosed Won¥ 2,100,000Jan 15, 2025Mayu
1087Oceanic Trade Corp.Sarah MitchellNegotiation¥ 850,000Feb 3, 2025Mayu
1086Summit Energy Co., Ltd.David KimProposal¥ 1,500,000Feb 10, 2025Sonny
1085Brightwell Foods LLCEmma RodriguezQualification¥ 320,000Feb 20, 2025Mayu
1084Atlas Print Co.Michael ChenClosed Won¥ 480,000Jan 8, 2025Sonny
1083Nordic Coffee SupplyLisa AnderssonDiscovery¥ 5,600,000Mar 1, 2025Mayu
1082Crestline Gas Co., Ltd.Robert ParkNegotiation¥ 720,000Feb 14, 2025Sonny
1081Vertex Electronics Inc.Anna NovakProposal¥ 3,200,000Feb 28, 2025Mayu
1077Ironbridge Auto PartsTom WheelerClosed Won¥ 950,000Jan 5, 2025Sonny
1075Harborview Foods Co.Priya SharmaQualification¥ 1,800,000Mar 15, 2025Mayu
1076Pinnacle Electric Co.Carlos RiveraNegotiation¥ 4,200,000Feb 22, 2025Sonny
1074Bluefield Textiles K.K.Mia TanakaDiscovery¥ 1,150,000Mar 20, 2025Mayu
1073Kite Beverage WorksLeo FischerProposal¥ 640,000Mar 28, 2025Sonny
4 record selected
SakuraWorking
Move Acme from deal to approved quote.
- Checked margin & stock
- Drafted the quote
- Requesting approval
Trusted by 1,000+ teams
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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.
Tutorial
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 onboarding; escalate missed SLAsAssign customer success and delivery owners as soon as the deal is won. Reassign 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
Don't take our word for it.
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.