WRKFLOW TEMPLATE Sales Data & List Management Keeping lists flush with fresh, qualified leads means aggregating and parsing data on an ongoing basis. By automating list building, CRM data entry, and lead scoring, your business can significantly reduce the time spent crunching numbers, and remain focused on converting leads. Trigger Start Wrkflow every Tuesday at 2pm Search Research companies based on specified criteria on LinkedIn Add Create new Salesforce company record Search Identify key contact per company based on specified criteria on LinkedIn Generate Create new Salesforce contact with details within company record How this Wrkflow will help you Keep Your Lists Clean Lists should be vetted across all data points monthly to ensure your messages are never falling on deaf ears — or inactive emails. Reach More Prospects Know which company you want to reach, but need a contact? Current lists looking stale and in need of a refresh? Deploy this Wrkflow to find missing values or entirely new prospects. Get AI-Ready Incorporating the power of AI into your sales tooling is a game changer, but can't be done without massive amounts of meticulous data. This is step number one. Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.