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.

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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.

  • 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.

  • 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.

Solution Highlights

  • Get in touch with customers faster
  • Increase visibility into the lead process
  • Receive analysis on quality of lead creation
  • marketo webhook salesforce_pardot hubspot

    Capture leads and track in data

    Take in lead data from multiple sources and keep track of the data in a data warehouse

  • clearbit discoverorg

    Enrich and correct leads

    Add in lead data from outside sources and intelligently check and correct errors

  • sugarcrm ms_dymaic salesforce

    Move to CRM

    Take all the lead data and sync into your marketing or sales CRMs

  • neustar workbot

    Intelligently qualify leads

    Use custom logic to filter our inaccurate and stale leads

Sierra Summers

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

  • 1

    Discovery & Research

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building

    Outcome: Working Automation

  • 3

    Testing & business unit training

  • 4

    Go live!