Watch on demand as David Vargas + Tyler McClain dive into marketing forms in CI – Journeys—demystifying their code and uncovering enhancements to capture leads, execute post-submission routing to support sales, initiate key interactions, and trigger seamless Customer experience processes. Whether you’re building your first line of data capture or optimizing advanced workflows, you’ll leave equipped to level up forms for your next campaign.
If your marketing team says their campaigns filled your pipeline, but your sales team says the demo sealed the deal, you already know how this disconnect goes. Your customer success team adds another layer, and no one can say for sure which activity produced...
Once your sales team closes a deal, intensive customer success and retention work begins. Someone builds a quote, and another drafts the contract. For many organizations, revenue recognition then happens inside finance but is disconnected from the customer and deal...
Over the many years we've worked with mid-market organizations, we've seen situations where the marketing team celebrates a spike in leads, but the sales team says most of them don't turn into paying customers. We've also seen the finance team question these...
