Visualize new leads on a dashboard
This automation automatically sends new lead data to a dashboard whenever a new lead is captured. This ensures real-time updates of key performance indicators on the dashboard.
Interested in staying up-to-date with AI and automation in business?
Join over 1,400 other early adopters of AI and automation to learn how to leapfrog the competition. We do the hard work for you and compile an easy-to-read what-you-need-to-know email every week.
Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Real-time sales performance monitoring
Get immediate visibility into sales lead generation, allowing for prompt responses to trends and ensuring sales targets are on track.
More automations for this use caseImproved marketing ROI analysis
By visualizing lead data directly from capture points, quickly assess which marketing channels are most effective, optimizing marketing spend and improving return on investment.
More automations for this use caseData-driven decision making for sales strategy
Access to real-time lead data empowers informed decisions about sales strategies, resource allocation, and process improvements, leading to increased efficiency and revenue.
More automations for this use case