Agents help corporate training providers prepare courses and keep client learning programs moving.
Keep the outreach register current as new spreadsheet leads arrive.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Find prospect meeting times when every needed sales host is free.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
Send approved proposals to the right prospects and notify their salespeople.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Place qualified leads in the CRM with a reason to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Keep duplicate lead ad contacts out of the outreach register.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Fill confirmed work emails in the sales contact list.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
Flag uncertain role changes for contact owners to review.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Prepare proposal drafts from sellers' discovery notes.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.