business integration process model example

For example, the rep can add the lead to a nurture sequence in an app like Outreach, launch Google Ads to their account, or send them a gift via an app like Sendoso. Within the message, the rep can take several actions, with each only requiring a click of a button. The platform bot goes on to share the lead with the assigned rep in a business communications platform. “Rev Bot”) gathers information on the lead from your CRM and marketing automation platform, and it enriches the lead via an app like ZoomInfo to gather additional information on it.ģ. Once a prospect visits your company’s profile or one of your competitors’ on a software review site like G2, the workflow gets triggered.Ģ. To help your reps become aware of new leads quickly and respond to them with little delay, you can implement some version of the following automation:ġ.

Case in point: research by HBR shows that if you respond to an inbound lead within an hour, your odds of qualifying them are nearly 7 times higher than if you waited an additional hour. When a new lead comes in, your team’s ability to engage them quickly can make all the difference between winning-and losing-their business. Route leads to the assigned rep and empower them to respond with ease Related: Two critical examples of intelligent automation 2. Someone in that channel can then approve or reject the request with the click of a button. Once the hiring manager has made their selections, the customized platform bot messages IT in a specific channel (within your business comms platform) the details of the hiring manager’s request. Slack), which asks them to choose the applications and the associated access access levels they’d like to provision for that incoming hire.ģ. “HR Bot”) in your business communications platform (e.g. The hiring manager receives a message from a customized platform bot (e.g. Once your human resources information system (HRIS) delivers a new hire notice (or an email on the new hire that’s sent to key stakeholders), the workflow gets triggered.Ģ.

Business integration process model example