Written byMelissa Bell
A lead fills out a form on your website. Are you still having to key information into Salesforce or rely on email notifications to respond to the request? In this episode of “Drinking Our Own Champagne,” Venn’s Founder and Managing Partner, Scott Hollrah, and Brent Bertolio, Account Executive, discuss how automation can take your lead routing process to the next level.
In this video, we outline how to:
Want to connect Salesforce or HubSpot to this workflow? Venn Technology specializes in connecting your most important business systems. If you need help expanding a workflow like this, we’re here to help you get started.
Have a specific scenario in mind? We’re here to help if you’d like to see this (or hundreds of other integration ideas) in action.
Melissa (Mel) is driven by continuous improvement every day, in every aspect of her life. A former Division I athlete, she knows big things can happen when the smallest incremental gains stack up. A natural storyteller, empathizer, and collaborator, Melissa’s focus at Venn is creating content that has an impact on the bottom line. She's a firm believer in: “When you've got a strong enough why, you can always find the how.” — Zig Ziglar