Dashlane Careers: How a Custom Workflow Automation Improved Lead Follow-up Rate

For Dashlane, a leading password manager and online security company, streamlining their revenue process was crucial to avoiding lost opportunities and maximizing sales performance. To achieve this goal, they turned to Rattle, a workflow automation tool that allows teams to create custom automations and integrate them with their messaging app of choice.

According to the team at Dashlane, the ability to receive instant alerts about lead updates has been instrumental in improving their follow-up rate. With Rattle, team members can quickly update opportunity information, log calls, forecast, and more – all without leaving their Slack channel. This has significantly reduced manual processes and made it easier for busy reps to capture accurate data.

Before implementing Rattle, Dashlane's lead follow-up process was plagued by inefficiencies. Sales reps would often struggle to remember or find the time to update opportunity information after customer meetings, leading to missed opportunities and lost revenue. An IDC study found that companies like Dashlane can lose up to 30% of their revenue annually due to similar inefficiencies.

The team at Dashlane recognized the need for a more streamlined process and set out to resolve the core issue: a less-than-ideal revenue process. By implementing Rattle's custom workflow automation, they were able to create a seamless follow-up system that triggers reminders in Slack once a lead is assigned to a sales rep.

Thanks to Rattle, Dashlane has seen significant improvements in their lead follow-up rate and overall sales performance. As Roberts from the Dashlane team put it, 'We're getting to all of our customers or prospects – and all of them quicker.' With Rattle, they've been able to fine-tune their process, making interactions with their CRM simpler and more efficient.

For companies like Dashlane that are looking to improve their revenue performance, the key takeaway is clear: a custom workflow automation tool like Rattle can make all the difference in staying ahead of the competition. By streamlining processes and automating manual tasks, teams can focus on what matters most – closing deals and driving growth.

Dashlane Careers: How a Custom Workflow Automation Improved Lead Follow-up Rate

Dashlane careers