Qualified Lead Optimization
roger mais
Goal: 🎯
To streamline the lead qualification process and improve sales efficiency by automatically identifying and nurturing potential customers.
Solution: 🛠️
Our automation solution leverages a combination of tools to:
- Capture leads: A web form (Jotform) collects lead information.
- Qualify leads: A flow chart determines if a lead meets specific criteria (employees, location, revenue).
- Organize leads: Qualified leads are added to a Trello board for further follow-up.
- Track and manage leads: A database (BaseRow) and Google Sheets provide a centralized view of all leads.
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Posted Sep 24, 2024
Goal: 🎯 - To streamline the lead qualification process and improve sales efficiency by automatically identifying and nurturing potential customers.
