Lead Routing Enhance lead enrichment to deliver the information SDRs need

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

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  • 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
  • marketo salesforce ms_dynamic

    Capture Leads in CRM

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

  • clearbit linkedin zoominfo

    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!