Implementation PMs enroll location leads into pre-trial CRM

Implementation project managers lose location leads in a shared sheet, risking stalled trial activation. It enrolls those leads into pre-trial nurture so marketing and sales engage prospects promptly.

Overview

Leads for designated locations often sit in shared spreadsheets and stall trial activation, reducing conversion opportunities. This workflow captures those leads, enrolls them in the pre-trial nurture, and notifies marketing and sales—eliminating missed follow-ups and enabling faster first touches.

Notable Features

Capture location leads from sheet
Enroll leads into pre-trial nurture
Alert marketing and sales promptly