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Problem
Business opportunities are lost when sales reps aren't equipped with the information they need to reach out to leads in a timely manner. They spend precious time enriching lead information and updating data across apps; in the process, losing customers.
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Solution
This lead management automation takes leads, enriches the data that surrounds that individual, qualifies it, and routes the lead to the right rep. This instantaneous process enables the rep to be notified and reach out to the customer within five minutes or less.
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Impact
Get a more complete picture for each lead that comes through. Impress every customer with follow-up that happens within five minutes. This whole workflow is seamless because data updates across your stack.
Lead Management By Solomon Group Supercharge lead conversion by 5x with automated lead management and enrichment
Acquire, enhance, and hand off leads to the sales team instantly.
Request a demoSolution Highlights
- Get in touch with customers faster
- Increase visibility into the lead process
- Receive analysis on quality of lead creation
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Capture leads and track in data
Take in lead data from multiple sources and keep track of the data in a data warehouse
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Enrich and correct leads
Add in lead data from outside sources and intelligently check and correct errors
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Move to CRM
Take all the lead data and sync into your marketing or sales CRMs
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Intelligently qualify leads
Use custom logic to filter our inaccurate and stale leads
Sierra Summers
Director of Marketing, People.ai
“Workato has been able to cover the role of a marketing coordinator or a marketing associate—somebody who might be posting those updates every hour or doing some of that manual work.”
Implementation Plan
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1
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
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2
Collaborative building
Outcome: Working Automation
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3
Testing & business unit training
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4
Go live!
