Lead Routing

Conduct lead routing by funneling customers to sales reps in Slack.

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LeadBot enhances lead enrichment to deliver the information SDRs need.
LeadBot conducts lead routing by funneling customers to sales reps in Slack.
LeadBot gets leads to the right people, at the right time.
LeadBot delivers comprehensive lead data right in Slack.
  • LeadBot enhances lead enrichment to deliver the information SDRs need.
  • LeadBot conducts lead routing by funneling customers to sales reps in Slack.
  • LeadBot gets leads to the right people, at the right time.
  • LeadBot delivers comprehensive lead data right in Slack.
  • Problem

    The process to enrich lead information, assign a lead to an SDR, and sync information between systems is time-consuming and painful.

  • Solution

    Workato’s Lead Routing solution, called LeadBot, provides SDRs with complete information about a lead as soon as they come in, enabling timely, targeted follow-up.

  • Impact

    Business is converted when leads are assigned to the right rep and followed up on within five minutes.

Solution Highlights

  • Assign leads to the right SDR instantly
  • Enrich lead information for more targeted follow-up
  • Qualify and reassign leads with ease
  • Track all lead information in a single interface
  • marketosalesforcems_dynamic

    Capture leads in CRM

    Gather leads from any source (events, demo requests, email, etc.) and seamlessly store data in your CRM

  • clearbitlinkedinzoominfo

    Enrich leads

    Conduct targeted outreach by using tools like Clearbit and LinkedIn to complete each lead’s profile

  • slack

    Enable instant follow-up

    Comprehensive information is delivered in Slack so that SDRs can connect with customers within five minutes

  • workato

    Smart assign leads

    Leverage sophisticated logic to funnel leads to the most relevant SDR

Chris Eustace

Chris Eustace

CEO of Eustace Consulting
“As soon as a deal closes, the entire team is notified in Slack,” he says. “Instead of getting emails in your inbox or in Salesforce One - which doesn’t have an internal way to notify you of new emails-- we made Slack the means of communication.”

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!