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Workflow design that doubles the efficiency of sales teams

2025-08-19 217

Automated speed-up program::

1. classification of clues: The system automatically grades leads based on ICP match (0-10 points) and behavioral strength, prioritizing 8+ point leads.
2. Intelligent Distribution: Instant allocation via rules engine (e.g. "Manufacturing leads are allocated to the Northern Region team")
3. Real-time alerts: Configure email/Slack notifications (e.g. "CEO visits pricing page" triggers red alert)

Real-world configuration::

  • Set the trigger conditions in the Notifications module (e.g. "≥ 3 visits")
  • Create workflow rules: leads that meet the criteria are automatically tagged with "urgent follow-up"
  • Integration with Calendly: direct push meeting invitation links for high-value customers

After implementation at an intelligent manufacturing company, sales per capita lead handling increased from 15 leads/day to 32 leads/day.

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