Is your team still stuck using spreadsheets to track account assignments?
In our recent webinar, Nicole Looker, Director of Revenue Operations at Rebuy, shared how her team has automated and streamlined the process of assigning implementation teams using LeanData and BookIt.
Using BookIt for Forms, key information about the new customer is captured. This information is used to instantly assign them to the correct Launch Manager and schedule an onboarding call based on their unique needs and onboarding package.
This process ensures faster, more impactful onboarding that’s tailored to each customer’s needs.
You can watch the full webinar or catch the highlights here for more insights on how to effectively manage post-sales processes in LeanData.
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