Tech

The Client

The client is a prominent player in the technology sector, specializing in employee communication platforms. Their platform focuses on enhancing employee engagement, fostering a sense of community, and building positive company culture within organizations.

Based in the tech industry, their primary offering revolves around streamlining internal communications and collaborations.

The Problem

The client faced significant challenges in their lead management process, affecting their overall sales development efficiency.

01

Lead Prioritization Issues

02

Missed Opportunities

Problem Overview

The existing system disproportionately focused on leads who scheduled meetings, overlooking a significant portion of potentially qualified leads.
A considerable number of leads who did not book meetings, yet provided valuable contact information, were not engaged effectively, leading to potential lost deals.

The Solution

Infrastructure Enhancement:

Designing four dynamic website modules, compatible with multiple languages, to showcase real-time information effectively.

Chili Piper Integration: Implemented to improve lead tracking capabilities.
New Field Additions: Introduced additional fields for capturing key lead information like meeting date, time zone, and sequence enrollment.

Infrastructure Enhancement

Workflow Automation:

Chili Piper and HubSpot Integration: Automated the entire workflow, including the Miro board process.

Introduction of Lead Status Field:

Automated Categorization: Leads dynamically categorized based on engagement status.
Categories Defined: Leads marked as "Replied", "New", or "Working" based on their interaction levels.