POWER ROUTES

Closing certain types of prospects always requires your expert reps. Using this template, you can put skill based routing on auto-pilot by setting up special conditions for assigning tough prospects to your toughest reps.

Got a sales rep who’s closed more deals with prospects from APAC? Want a particular sales team to do outbound on NAMER? Here’s how you can assign leads to reps based on their sales territory with zero manual admin grunt.

Enterprise companies have multiple decision makers who evaluate software in different timelines. With this template, you can build a workflow that matches a prospect from a company to their account owner using lead to account matching.

Don’t let your prospects abandon ship after filling up a demo request form. Follow up proactively by setting up email alerts when prospects request a demo but don’t book a meeting on the calendar.

Cancelled meetings don’t mean that prospects’ journey ends right there. It’s a cue to win them back with follow-ups. This template shows you how to automate meeting cancellation alerts to the sales rep on email and understand the reasons behind them.

Want to let your sales rep instantly find out when a prospect books a meeting? Here’s a detailed template to automate meeting alerts to the sales rep on email, as soon as it’s assigned to them.

Want your sales reps to spring to action when they get a new meeting assigned? This template shows you how to automate meeting alerts to the sales rep on Slack, as soon as it’s assigned to them.

Sales reps who made first contact with a prospect deserve due credit. When the prospect comes via inbound later, the same rep needs to be assigned the lead. This template helps you automate an inbound lead to the contact owner with lead-to-account matching.

Prospect booked a meeting? Great! But you also need to stay on your prospects’ minds until the meeting is actually held. This template shows how you can automate meeting reminders on email and get prospects to show up for the meeting.

Prospects who submit a meeting request form but don’t book a meeting are the abandoned cart equivalent in B2B. Use this template to trigger “meeting not booked” alerts to the sales rep when the prospect abandons ship after submitting the form.

Your sales reps need to be on their toes to flip meetings cancelled by prospects into positive outcomes. This template shows you how to automate meeting cancellation alerts to the sales rep on Slack and help them understand the reason behind them.