E-learning IT director: flag webinar viewers as engaged leads
E-learning IT director: flag webinar viewers as engaged leads
IT directors miss engaged prospects when webinar viewers aren't flagged in the CRM, causing sales to miss timely outreach. The workflow flags contacts when viewing starts, so sales prioritize outreach.
Overview
E-learning programs lose conversions when engaged webinar viewers aren't surfaced to sales. This workflow promotes viewers in the CRM and alerts reps, so marketing and sales prioritize outreach and response times drop dramatically.
Notable Features
- Flag contact status on view
- Add engagement note to contact
- Notify sales reps of engagement