Can I route that?
Revenue Teams often assume automating their meeting scheduling is impossible because of one or many of:
- Complex routing logic that changes by region/segment
- Multi-step qualification requirements
- Unique business rules that don't fit standard tools
- The need to coordinate across teams
The result? Majority of B2B SaaS companies (63% out of 1000 companies surveyed, to be exact) still rely on manual follow ups for demo requests, resulting in on of the the highest intent path to pipeline being ignored. This guide draws insights from companies like Freshworks, Planet DDS, Nooks, Paystone and more and is designed to help you answer all your questions around ‘Can I automate that demo request?'
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​​If you feel like your demo requests are playing a game of telephone, bouncing around before they reach the right person—it’s time to simplify the process. The faster you connect leads with the right rep, the better your chances of closing deals without unnecessary delays.
Let’s face it getting SDRs to book meetings fast enough, and on the right AEs calendar, with the right information all while talking the prospect is already a hard task. Getting them to fill CRM fields before they to book that meeting? Forget about it. So let’s see how to make all that happen, without adding more work for you SDRs?
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