Automated Lead Generation and Qualification Workflow
This use case leverages automation to capture leads from multiple channels (such as websites, social media, and events), enrich their data, and qualify them based on predefined criteria. The orchestration engine then routes qualified leads to the appropriate sales representatives for timely follow-up, ensuring that high-potential prospects receive immediate attention while unqualified leads enter nurturing campaigns.
How It Works:
1. Lead Capture: Leads are collected automatically from various digital channels.
2. Data Enrichment: Additional information (e.g., company size, industry, contact details) is gathered from integrated CRM and external sources.
3. Qualification: Automated scoring rules assess each lead’s potential value.
4. Routing: Qualified leads are assigned to specific sales reps, while others are placed into nurturing workflows.
5. Follow-Up Scheduling: Automated tasks are created to prompt follow-up actions.
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