Leads arrive half empty. Accounts change industry or size. Yet routing rules still expect clean fields for segment, region, and size. With your own AI model, or Plauti Manipulate (both options are possible), your enrichment stack, and Plauti Assign, you can fill in the missing context automatically. So, routing decisions are based on what the customer really looks like, not on guesswork.
Without automatic enrichment:
• New leads arrive with only name, email, and maybe a company URL
• Teams use one generic queue because there is no reliable segment, industry, or size
• High-value enterprise leads get treated like small inbound trials
• Admins try to maintain huge routing rules on weak data
You end up either over-complicating assignments or oversimplifying them.
A new lead hits Salesforce with:
• Name
• Email
• Company URL
Right now, it might just route to a generic SDR queue. With your AI and enrichment, that same lead becomes:
• Industry = "Banking"
• Employee range = "10,000+ employees"
• Region = "EMEA"
• Segment = "Enterprise financial services"
And now, Plauti Assign has some work to do.
Your AI and enrichment tools, orchestrated via Plauti Manipulate or your own middleware, can:
• Look up firmographics based on the domain or company name
• Derive industry, size, and region
They then write back standardized fields such as:
• Industry
• Employee bucket
• Region/territory
• Segment or tier
Plauti Assign uses these enriched fields to:
• Route enterprise bankings leads in EMEA to the right enterprise team
• Route SMB tech in North America to a different pool
• Split named account ownership vs general inbound coverage
From the first second in Salesforce, each record is routed to the right team. No backlog waiting for manual enrichment.
Plauti Assign just needs the final, clean values
Admins stay in charge of:
• Which enrichment sources or AI models are trusted
• Which fields can be overwritten, and which are "admin only"
• How often enrichment runs and on which objects
You are not locked into a single enrichment vendor or AI model.
• Combine data providers with your own AI scoring
• Change providers without rebuilding Plauti Assign
• Gradually enrich more fields as you mature
Plauti Assign keeps routing stable while your enrichment stack evolves.
Want to route leads and accounts with more confidence and context from the very first touch?
Talk to one of our experts about Plauti Assign combined with your own AI mode.
