On-Demand
4 Lead Routing Plays to Reduce Handoff Headaches & Boost Pipe
Are you curious about how top marketing operations leaders manage their lead routing to maximize pipeline and minimize headaches? This is your chance to peek inside their CRMs and learn from the best.
Join our live webinar as four industry experts reveal their go-to lead routing strategies designed to boost your pipeline. You’ll gain insights into best practices, discover the tactics behind each effective play, and learn how to seamlessly connect systems across the customer journey.
This webinar is perfect for MoPs professionals at all levels who want to improve their lead management processes, increase efficiency, and drive better results.
Key Takeaways:
Lead Routing Best Practices: Gain insights into the strategies that leading MOps professionals use to optimize lead routing and drive more pipeline.
Strategy and Tactics: Understand the detailed tactics behind effective lead routing plays and how they can be applied to your own processes.
System Integration: Learn how to identify and resolve issues in your systems that cause disconnects in the customer journey.
Pitfalls to Dodge: Get expert advice on avoiding common mistakes that can disrupt your lead-to-cash process.
Meet the speakers!
Zachary Shein
Customer Success Manager at Traction Complete
Zachary Shein has been an integral part of Traction Complete for over four years, serving as a Customer Success Manager and Team Lead. As the go-to expert for lead routing, Zachary knows all the ins and outs of Salesforce, ensuring seamless and efficient processes for clients.
Mallory Lee
SVP, Revenue Operations Strategy at Union Square Consulting
Mallory brings nearly 15 years of experience in B2B technology, marketing, and operations. She got her start at ExactTarget/Salesforce in marketing operations and went on to build teams at a number of successful midwest tech startups. She also led the RevOps team at martech company, Terminus, where she served as a strategic partner for the company across their series C fundraising, four acquisitions, and rapid scale.
Jessi White
Senior Director, Marketing Operations at Korn Ferry
Jessi White is a passionate, reliable, and results-driven marketing operations leader. As the Senior Director of Marketing Operations at Korn Ferry, she excels at working cross-functionally at the intersection of people, processes, and technology. Jessi is dedicated to achieving business objectives by translating the ‘big picture’ into scalable processes, proving that no problem is unsolvable.
George Samaras
Director, Marketing Operations and Technology at Coveo
George Samaras is the Director of Marketing Operations and Technology at Coveo, an AI-powered search engine used for e-commerce, customer service, websites, and workplaces. In addition to being an expert in Salesforce, he carries nine years of experience in solutioning, consultation, and implementation.
Cameron Barnes
Senior Manager of Marketing Operations at Cisco
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