From Enrichment to Routing: Automate Lead Management

Presented by

Ashley Langford, Integrate, Senior Operations Manager

About this talk

Every company has unique requirements when it comes to data quality and lead management, often requiring a complex set of processes and workflows not supported by native out of the box CRM functionality. As a result, companies rely on expensive developers and multiple 3rd party point solutions to govern different parts of the data quality and lead management process. Companies are burdened with more expensive software costs, delays in routing, and therefore lead follow-up - making it 7x less likely for a company to qualify leads. Join us as we sit down with Ashley Langford from Integrate to discuss how her marketing operations team uses the OperationsOS platform to create targeted audiences and build sophisticated data cleansing, enrichment, segmentation, and routing workflows to ensure that lead routing is accurate and fast, always. Learn how to use the OperationsOS platform to: - Build data enrichment, cleansing, and routing workflows to ensure sales teams are assigned leads quickly and accurately with complete actionable data - Structure enriched data points into target audience personas and segments - Set up robust territory-based lead routing flows
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (63)
Subscribers (3359)
More information to come!