Into the system you already use
A lead is only useful if it ends up somewhere you actually work. Not sitting in another tab you have to remember to check.
Every figure is cited on screen. Company examples are fictional specimens.
Music: Beauty Flow by Kevin MacLeod (incompetech.com), licensed under CC BY 4.0
Transcript
- 0:00
A lead is only useful if it ends up somewhere you actually work. Not sitting in another tab you have to remember to check.
- 0:10
This is a CRM. When a new lead comes in, the fields fill themselves in, straight from the record. Nobody is typing any of this.
- 0:22
You tell it once which field goes where. Company goes to account name, trade goes to industry, and so on. After that, it remembers.
- 0:34
Or, if you would rather, it can just drop a file into a Slack channel every morning at six, so it is waiting for you before you sit down.
- 0:45
If a delivery fails, it tries again five minutes later, and it tells you either way. Nothing just quietly goes missing.
- 0:56
Wherever you already work, that is where it turns up.
About this film
Into the system you already use runs 1:02, read by Imogen and appears on Leadistry's Integrations page. The full narration is above in 6 sections, so you can read it instead of watching if that is quicker. Every figure shown on screen comes from the Companies House public record or a named published source, and the companies used as examples are fictional specimens rather than real customers.