As our sales team grows I want to make sure the loop between Sales and Marketing is closed. It’s important for me to know how meetings with prospects went from marketing efforts that my team and I did.
I wanted to make it easiest for my Sales team to not have to input data into a CRM and I didn’t want to have to remind myself ot bug them in Slack. So I created a bot that will monitor a sales reps calendar, look specifically for intro meetings with prospects, and then reach out to the sales rep after the meeting to ask them a few questions (in Slack or in email, whichever they prefer).
I’m still putting the finishing touches on it, but so far it’s been great for all parties! Would any other marketing or Sales Managers find this use case valuable?