$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All Workflow Templates

Handoff from Sales to Customer Success Reps

Automate sales to customer success handoff using Default

Switching smoothly from sales to customer service can make customers happier. An efficient handoff process helps minimize the churn risk. Here is an effective Default workflow for that.

Sending Customers to the Right Person

When the sales team marks an Opportunity as ‘Closed Won’ in Salesforce, the workflow uses your routing logic to find the right Customer Success Manager for a specific segment or industry.

Making a New Case and Updating Who's in Charge

Default then makes a new Case in Salesforce for that CSM and quickly updates who's in charge of the Account. This makes sure the right person is looking after the new customer, giving a personal and efficient start by triggering welcome emails sent via CSM’s Outreach account.

Slack Notifications

To keep everyone updated, Default sends a message on Slack to the assigned CSM, giving them information on the account, case, and sale. This instant update means the CSM can start right away with all the information they need.

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Series uses Default to save 10 hours every week that was previously spent following up to inbound leads in order to schedule a demo.
“At Series, we have now consolidated multiple point solutions for our inbound funnel at half the cost. Intuitive and easy for cross-functional teams to use, we believe that qualifying and routing leads to our sales reps has saved us multiple hours each week.”

Josh S

Chief of Staff, Series

Harmonic added Default scheduling to their web forms and doubled qualified inbound meetings in the first month of using the platform
"Since implementing Default, we've seen a huge uptick in qualified inbound pipeline. Reps used to spend hours per week in meetings with unqualified leads, the ability to filter out junk emails and route leads off headcount has improved conversion substantially."

Akbar K

Growth, Harmonic

OpenPhone increased speed to lead through Default workflows that make routing logic simple, ensuring no leads fall through the cracks.
“Default has helped us at OpenPhone increase the complexity of our lead routing logic, while making it more simple to implement, diagnose and make changes.”

Mak R

Rev Ops, OpenPhone

Salesbricks uses Default forms and scheduling to save 30 hours per month that was previously used to qualify leads before a demo.
"Before using Default, we went back and forth over email with qualifying questions and long surveys before a demo. Default forms have made it incredibly simple to skip the back and forth and turn leads into demos."

Jonathan F

CEO, Salesbricks