Introducing Workflow Workshops: Streamlined onboarding tailored to your sales process

Written by
David Bromberg
June 18, 2024
Introducing Workflow Workshops: Streamlined onboarding tailored to your sales process

In the fast-paced world of B2B sales, every moment counts. That's why Lantern offers Workflow Workshops – a unique, customer-centric approach to onboarding that ensures our platform is tailored to your specific needs and processes. By taking the time to understand your sales workflow, we can help you maximize the value of job change data and drive pipeline generation like never before.

What are Workflow Workshops?

Workflow Workshops are a key component of Lantern's onboarding process, designed to put you and your sales process at the center of the solution. During these interactive sessions, our experts work closely with your team to map out your ideal workflow, starting from the moment a job change occurs through to the final stages of lead nurturing and conversion.

Whether your process is simple or complex, Lantern's Workflow Workshops ensure that our platform seamlessly integrates with your existing tools and processes, from CRM automation to lead routing and beyond. By leveraging our extensive library of over 50 integrations, we can create a bespoke solution that enhances your sales process and drives results.

The Benefits of Workflow Workshops for Onboarding

Onboarding a new sales tool can be a daunting task, but Lantern's Workflow Workshops make the process simple, efficient, and effective. By taking the time to understand your unique needs and processes, we can ensure that our platform is configured to deliver maximum value from day one.

Some of the key benefits of Workflow Workshops include:

  1. Tailored solutions: No two sales processes are alike. Workflow Workshops allow us to create a customized solution that aligns perfectly with your existing workflow, ensuring a seamless transition and rapid time-to-value.
  2. Enhanced CRM automation: Lantern's platform can automatically update records in your CRM when job changes occur, creating new leads, contacts, or accounts and routing them to the right team members based on your specific criteria.
  3. Improved lead routing: Whether you use LeanData or Lantern's own RoundRobin solution, Workflow Workshops ensure that leads are always routed to the right person at the right time, based on your unique rules and logic.
  4. Seamless integration: With over 50 integrations available, Lantern can connect with your existing tools and processes, from Slack notifications to email campaigns and beyond, creating a unified, end-to-end solution for job change data.

Driving pipeline generation with Workflow Workshops

The ultimate goal of any sales tool is to drive pipeline generation and revenue growth, and Lantern's Workflow Workshops are designed to do just that. By leveraging job change data and tailoring our platform to your unique process, we can help you identify and engage with high-value prospects at the optimal time.

Some of the ways Workflow Workshops drive pipeline generation include:

  1. Identifying champions: When a key decision-maker or champion changes jobs, Lantern can automatically alert your sales team, enabling them to engage with the prospect at a time when they are most receptive to new solutions.
  2. Account-based marketing: Lantern's platform can help you identify job changes within your target accounts, enabling you to refine your ABM strategies and engage with key stakeholders at the right time.
  3. Cross-sell and upsell: By tracking job changes within your existing customer base, Lantern can help you identify opportunities for cross-selling and upselling, driving net revenue retention and growth.

If you're ready to streamline your onboarding process and unlock the full potential of job change data, book a demo with Lantern today. Our experts will work closely with your team to create a bespoke solution that enhances your sales workflow and drives results from day one.

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