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Partnering to Optimize the Lead Flow Process

Be inspired by this first-hand experience of working cross-functionally to streamline the lead flow process and get practical advice on aligning teams, leaning into automation, and setting up sales to win.

Partnering to Optimize the Lead Flow Process

Creating a seamless lead flow process is critical. Otherwise, leads fall out of your funnel, prospects experience long wait periods and move on—or worse, they have to repeat themselves—and the sales team is slowed down by clunky processes.

However, optimizing your lead flow doesn’t come without its own hurdles, such as aligning teams, streamlining routing, unifying processes, and automating manual tasks.

Watch this session and hear how Malika McDonald, Senior Manager of IT Global CRM at Graphic Packaging, along with her sales and marketing teams, is making it happen through aligning their people, leaning into their technology, and using practical change management strategies in their growing organization.

What you’ll walk away with

  • Inspiration from how the teams approached lead flow optimization after major growth and acquisitions
  • Insights for having alignment conversations to partner with sales
  • Ideas for practical automations with lead capture, routing, and assigning actionable tasks for a seamless handoff
  • Actionable advice from lessons learned around change management
  • Tips for keeping cross-functional teams engaged, even when priorities shift

Learn from this real experience of partnering cross-functionally to align teams and optimize technology to create a streamlined lead handoff that enables sales to engage the right person at the right time, delivering an exceptional experience for customers.

See you at Dreamforce 2025! Join us at the Growth Lounge - your spot to connect, learn, and recharge for smarter, seamless growth.

If you’re headed to Dreamforce this year, sign up for The Growth Lounge, the hub for marketing, sales, and customer success, to connect on conversations like this one and get aligned for creating seamless customer experiences that drive lasting growth.

Speakers

Malika McDonald

Malika McDonald

Senior Manager of IT Global CRM

Graphic Packaging

Christina Anderson

Christina Anderson

Marketing Strategist

Sercante

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