hero-workflow@3x

Automate your lead conversion workflow

Saleswhale plugs seamlessly into your workflow, runs autonomously in the background, and closes the loop on all outcomes. Isn’t that nice?

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A workflow that simply works

Here’s how plugging Saleswhale into your existing workflow could look like.

Lead flow is automated

  • lead-to-crm-01a

    Leads to CRM

    Leads generated from your various marketing campaigns pipe directly into your CRM (e.g. Salesforce).

  • lead-segmentation-01b

    Lead Segmentation

    Tier 1 “hot” leads route straight to your sales reps to focus on. Remaining leads are segmented out via custom CRM reports.

  • crm-to-saleswhale-01c

    CRM to Saleswhale

    Saleswhale automatically pulls the leads in the custom CRM reports, and enrolls them into campaigns in Saleswhale.

Lead qualification on auto-pilot

  • assistant-to-lead-02a

    AI Assistant to Lead

    Your AI assistant reaches out immediately to campaign leads, follows up relentlessly, and responds contextually.

  • qualified-lead-t-sales-rep-02b

    Qualified Lead to Sales Rep

    If a lead is interested to speak to someone, your AI assistant marks the lead as “qualified”. She then automatically routes the lead to a sales rep by copying the rep directly into the email thread so he/she has full context.



Data is synced back to you

  • new-data-to-crm-03a

    New Data to CRM

    At any point in time, Saleswhale automatically updates the lead record in your CRM with new details (e.g. phone number, title, address) picked up in the email conversation.

  • outcomes-to-crm-03b

    Lead outcomes to CRM

    The entire loop is closed once your AI assistant completes the entire outreach sequence, and the outcome (e.g. qualified, not interested, unresponsive, DNC, etc.) is updated in your CRM.


Lead flow is automated

Leads to CRM

Leads generated from your various marketing campaigns pipe directly into your CRM (e.g. Salesforce).

Lead Segmentation

Tier 1 “hot” leads route straight to your sales reps to focus on. Remaining leads are segmented out via custom CRM reports.

CRM to Saleswhale

Saleswhale automatically pulls the leads in the custom CRM reports, and enrolls them into campaigns in Saleswhale.

lead-to-crm-01a
lead-segmentation-01b
crm-to-saleswhale-01c

Lead qualification on auto-pilot

AI Assistant to Lead

Your AI assistant reaches out immediately to campaign leads, follows up relentlessly, and responds contextually.

Qualified Lead to Sales Rep

If a lead is interested to speak to someone, your AI assistant marks the lead as “qualified”. She then automatically routes the lead to a sales rep by copying the rep directly into the email thread so he/she has full context.



assistant-to-lead-02a
qualified-lead-t-sales-rep-02b

Data is synced back to you

New Data to CRM

At any point in time, Saleswhale automatically updates the lead record in your CRM with new details (e.g. phone number, title, address) picked up in the email conversation.

Lead outcomes to CRM

The entire loop is closed once your AI assistant completes the entire outreach sequence, and the outcome (e.g. qualified, not interested, unresponsive, DNC, etc.) is updated in your CRM.


new-data-to-crm-03a
outcomes-to-crm-03b

Innovative marketers love Saleswhale

customer_interactiepro_bojan

We increased our student intake by up to 10% each semester and saw returns on our investment within a month. Saleswhale is the right choice for us.

Ing. Bojan Manevski
Head of Global Student Recruitment InterActive Pro
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