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Route your leads to the right team

Route your leads to the right team

Route your signups to your sales and/or marketing teams to increase your conversion rate.

Why routing your leads to the right team?

  • Provide better service to your signups
  • Increase your conversion rate
  • Feed your sales with leads x5 more willing to convert
Route your signups to your sales and/or marketing teams to increase your conversion rate.

Our customers reduced their time to respond by 50% in average

Your signups deserve a best-in-class service in order to appreciate the value of your product and determine wether your solution is a good fit for them or not.

Automate marketing engagement communications and campaigns for signups qualifying for self-service plans, or automate lead assignment to your sales team when it is qualifying for human-touch and sales-led process.

Recommended views and triggers to Follow-Up

Segments

  • Self-service plans
  • Sales-assisted plans

Recommended Automation to Follow-Up

Playbooks

High Customer Fit Notification to Sales: You have been assigned a new lead

Workflows

  • Sales-assisted plans assignment
  • Self-service plans assignment
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