- 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
Capture leads in CRM
Gather leads from any source (events, demo requests, email, etc.) and seamlessly store data in your CRM
Enrich leads
Conduct targeted outreach by using tools like Clearbit and LinkedIn to complete each lead’s profile
Enable instant follow-up
Comprehensive information is delivered in Slack so that SDRs can connect with customers within five minutes
Smart assign leads
Leverage sophisticated logic to funnel leads to the most relevant SDR
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!
