How Outset.ai streamlined their Lead-to-Meeting process with Leadmonk
Outset.AI implemented Leadmonk to address these challenges and streamline their lead-to-meeting process.
Outset.AI implemented Leadmonk to address these challenges and streamline their lead-to-meeting process.
Outset.ai is an AI-Moderated Research Platform. You can get the depth of qualitative interviews at the speed and scale of a survey.
You can make better, faster decisions for your business with the power of AI-moderated research. Outset uses the best AI models in the world to create a deeper, richer experience for both participants and researchers alike.
You can train the AI interviewer to conduct, synthesize, and summarize hundreds of generative or evaluative interviews in just hours, empowering your team to focus and deliver on the most strategic work.
Outset.AI was facing challenges in managing their lead-to-meeting process manually. Their existing system using Calendly was inefficient and lacked key functionalities for tracking metrics, qualifying leads, and routing meetings effectively.
Outset.ai sought to implement a lead routing system that would automatically distribute incoming demo requests and inquiries based on company size, research purpose (company vs. client), and research type (B2B vs. B2C).
They were on the lookout for scheduling software that offered a routing form with real-time lead qualification, routing, and scheduling, enabling seamless two-way integration with their Salesforce CRM.
Outset.AI implemented Leadmonk to address these challenges and streamline their lead-to-meeting process. Leadmonk provided them with:
Since implementing Leadmonk, Outset.AI has experienced significant improvements in their lead-to-meeting process:
"Leadmonk has transformed our lead-to-meeting process. It has helped us automate many of the manual tasks involved in scheduling meetings, freeing up our sales team to focus on what they do best: selling. We've also seen a significant increase in qualified meetings and a decrease in no-shows. Leadmonk is a valuable tool that has helped us improve our overall sales performance. I like the platform's simplicity and that it just works as expected. Creating custom routing rules and integrating with Salesforce makes it incredibly versatile. It's intuitive and easy to use. The customer support and the velocity of new features have been amazing." – Robert Cryton, GTM Manager @ Outset.ai.