Alert sales reps instantly when new trial requests arrive
Alert sales reps instantly when new trial requests arrive
Sales reps lose hot trial leads when requests sit buried in email or CRM, letting deals stall. This workflow notifies your sales channel so reps qualify leads quickly and start follow-up within minutes.
Overview
Unchecked trial requests let competitors win and pipeline forecasts slip. Route every free-trial contact into your sales channel and CRM so reps qualify leads faster, ensuring first touch and eliminating missed follow-ups.
Notable Features
- Notify sales reps in your channel
- Create CRM lead from trial request
- Flag high-priority trials for reps