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.
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.
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.
- Get in touch with customers faster
- Increase visibility into the lead process
- Receive analysis on quality of lead creation
Capture leads and track in data
Take in lead data from multiple sources and keep track of the data in a data warehouse
Enrich and correct leads
Add in lead data from outside sources and intelligently check and correct errors
Move to CRM
Take all the lead data and sync into your marketing or sales CRMs
Intelligently qualify leads
Use custom logic to filter our inaccurate and stale leads
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
Outcome: Working Automation
Testing & business unit training