For solutions architects: catch web leads before they slip

Solutions architects miss website leads when form submissions aren't captured, causing delayed qualification. New leads land in the central CRM and are assigned to reps for faster follow-up.

Overview

Solutions architects and project managers lose momentum when web leads aren't captured. This workflow guarantees every website lead lands in the central lead database and is routed to the right rep, turning ad-hoc submissions into predictable follow-up. Teams report faster qualification and zero missed follow-ups.

Notable Features

Create standardized lead records
Route leads to assigned reps
Send lead notifications to reps