You can audit lead routing three ways. They differ in cost, in time and in how long the answer stays true.
By hand
You export the configuration, read it, and run the queries yourself. It costs your admin's time and nothing else. It works, and it teaches you how your routing is built. See the Salesforce steps or the HubSpot steps.
What it leaves out: the next change. A rule edited next week is not checked unless someone repeats the work.
With a tool
A tool reads the same configuration and counts the same leads. It does so on a schedule. Look for these before you pick one:
- It reads and never writes. Ask what permissions it needs, and read the list.
- It shows the proof for each finding, so your admin can check it.
- It says when it could not measure something, rather than reporting zero.
- It covers the routing tool you use, if you have one.
The free scan is live and runs in your browser on an export. The nightly check is open to three design partners for now.
With an outside consultant
A consultant brings experience of how routing breaks elsewhere. They also bring time you do not have. You get a report on one date. Ask who fixes what it finds, and what happens to it three months later.
Which fits
- One admin and no routing tool: start by hand, with the checklist.
- Routing changes every month: a tool that checks every night.
- A redesign, a merger or a new CRM: a consultant, then a tool to hold the result.
Whichever you pick, write down the counts and the date. See how often to audit.
The three ways side by side
Use the checklist to score each way.
| By hand | With a tool | With a consultant | |
|---|---|---|---|
| Cost | Admin time | A fee | A fee |
| Answer true until | The next change | The next run | The report date |
| Who fixes findings | Your admin | Your admin | Agree it first |
Questions to ask any outside party
- What access do you need, and can it be read-only?
- What will you show me for each finding?
- What will you not be able to check?
- What do I have in hand when you are gone?
Start with the audit rhythm if you are unsure how often to repeat it.
The free scan checks your export for:
- the assignment rule
- flow defects an audit looks for
Have it checked every night instead.
Routing Forensics connects as a read-only user and checks this, and the rest of your routing, against your real leads. Three design partners get a free health report on their own CRM, free for 90 days: what is leaking, where, and what it is worth. Apply for a place.
Or check it now. The free scan reads your Salesforce export in your browser. Nothing is uploaded.