u003ch2u003eOverviewu003c/h2u003ernu003cdiv data-pm-slice=u00221 1 []u0022 data-en-clipboard=u0022trueu0022u003ernu003cdiv data-pm-slice=u00221 1 []u0022 data-en-clipboard=u0022trueu0022u003ernu003cdiv data-pm-slice=u00221 1 []u0022 data-en-clipboard=u0022trueu0022u003ernrnMike Schnell, a Sr. Marketing Ops Manager, describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with u003ca href=u0022https://www.leandata.com/blog/audit-logs-as-the-growth-strategy-command-center/u0022u003eAudit Logsu003c/au003e to see the details and understand exactly what’s happening at any point in the process, it makes his life easier.rnrnMike describes how the post-webinar flow used to be a manual process and frustrating for Ops and Sales. Sales would wait for the list to know who attended or didn’t and determine which Sales Engagement email template to send to them. With LeanData in place, the process is now completely automated and looks like this:rnrnu003culu003ern u003cliu003eUsing the u003cstrongu003eSalesforce Campaign Member Statusu003c/strongu003e field, LeanData:rn u003culu003ernu003cbru003ern u003cliu003eAdds the contact to the correct Sales Engagement Cadenceu003c/liu003ern u003cliu003eEmail is sent automaticallyu003c/liu003ern u003c/ulu003ern u003c/liu003ernu003c/ulu003ernu003c/liu003ernu003c/ulu003ernBefore LeanData, it would take multiple days before the email was sent and now it happens the same day as the webinar.rnrnu003c/divu003ernu003c/divu003ernu003c/divu003e
- Industry
- Software
- Location
- San Francisco, CA
- Interview With
- Mike Schnell, Sr. Marketing Operations Manager
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