Education web engineers: capture discovery form prospects for sales
Education web engineers: capture discovery form prospects for sales
Web engineers lose discovery form submissions, causing enrollment prospects to go cold and discovery prep to lag. Route submissions to a centralized prospect table so sales reps start discovery prepared.
Overview
Missed discovery submissions let enrollment prospects slip away and leave sales calls underprepared. This workflow captures every discovery response into a centralized prospect table and notifies reps, so they open discovery calls prepared and response times drop dramatically.
Notable Features
- Create prospect records in table
- Lookup and prevent duplicate entries
- Notify sales reps of new submissions