How to prepare data enrichment before a sales call
Turn a calendar invite into a one page brief on the company, the people, and the recent news, delivered before the call.
salesdata11 min
What you will learn
- Trigger a workflow from a calendar event
- Enrich an account from public sources and your own CRM
- Summarise findings into a consistent one page brief
- Deliver the brief to the rep where they already work
About this lesson
Turn a calendar invite into a one page brief on the company, the people, and the recent news, delivered before the call. This lesson is part of Real world recipes, lesson 2 of 3. Work through the series in order if you are new to MagOneAI, or jump straight here if you already know the basics.