Tool Details

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Default

Overview

Default is a company that provides an all-in-one platform for automating revenue operations and marketing workflows. Their solutions are designed to help fast-growing B2B teams streamline lead conversion, routing, scheduling, and CRM automation, ultimately enhancing pipeline efficiency and reducing manual work.

Industry: Software

Ideal Customer Profiles: Default's ideal customers are fast-growing B2B companies, particularly those with revenue operations and marketing teams looking to automate and streamline their lead management and sales processes. These customers are likely to be in industries where speed-to-lead and efficient pipeline management are critical.

Website: default.com

LinkedIn: http://linkedin.com/company/withdefault

Products

Default Workflows

Default Workflows offers a comprehensive orchestration across the entire revenue stack, integrating deeply with CRMs, MAPs, and other revenue tools to eliminate tech and operational overhead.

Features

Lead Routing

Description: Automatically routes new CRM leads, contacts, and accounts based on ownership, segment, or geography, ensuring that leads are directed to the appropriate team members quickly and efficiently.
Benefit: Increases speed-to-lead and ensures that leads are handled by the right personnel, improving conversion rates.

AI-Driven Summaries

Description: Uses AI to generate cold email drafts and summaries for leads, meetings, and accounts, reducing the time sales teams spend on manual data entry and communication.
Benefit: Saves time and enhances productivity by automating communication tasks.

Salesforce Notifications

Description: Automatically notifies sales representatives when opportunities in Salesforce are created or closed, keeping the team informed and ready to act on new opportunities.
Benefit: Ensures timely follow-up and action on sales opportunities, improving sales outcomes.

Self-Serve Sign-Up Management

Description: Enriches, qualifies, and routes self-serve sign-ups, ensuring that these leads are properly managed and integrated into the sales pipeline.
Benefit: Improves lead quality and ensures that self-serve sign-ups are effectively converted into sales opportunities.

Lead-to-Account Matching

Description: Automatically matches new leads to existing accounts in the CRM, maintaining data integrity and ensuring that all relevant information is consolidated.
Benefit: Enhances CRM data quality and ensures that sales teams have a complete view of customer interactions.

Lead Routing Software

Default's Lead Routing Software uses real-time enrichment and CRM data to build sophisticated routing logic, ensuring leads are directed to the right team members efficiently.

Features

Real-Time Enrichment

Description: Utilizes real-time data enrichment to inform routing decisions, ensuring that leads are directed based on the most current and relevant information.
Benefit: Improves lead assignment accuracy and speeds up the sales process.

Flexible Routing Options

Description: Allows routing by owner, territory, or segment, providing flexibility in how leads are assigned and managed.
Benefit: Enables tailored lead management strategies that align with business goals.

CRM Object Matching

Description: Matches leads to any CRM object, ensuring that all relevant data is captured and utilized in the sales process.
Benefit: Enhances CRM data integrity and provides a comprehensive view of customer interactions.

Enrichment-Based Routing

Description: Routes leads based on enrichment data, ensuring that leads are directed to the most appropriate team members based on enriched information.
Benefit: Improves lead quality and increases the likelihood of successful conversion.

Seamless Integration

Description: Integrates with existing tools and platforms, ensuring that lead routing is part of a cohesive tech stack.
Benefit: Reduces tech bloat and ensures smooth operation across different systems.

Sales Workflow Software

Default's Sales Workflow Software automates manual workflows, reducing speed-to-lead and increasing inbound pipeline conversion rates.

Features

Top-of-Funnel Automation

Description: Automates tasks such as routing, qualification, and assignment at the top of the sales funnel, reducing manual workload and improving efficiency.
Benefit: Increases speed-to-lead and allows sales teams to focus on high-value activities.

SDR Workflow Automation

Description: Automates Sales Development Representative (SDR) workflows, integrating marketing and sales platforms to streamline inbound processes.
Benefit: Enhances SDR productivity and ensures consistent lead handling.

Sales Follow-Up Automation

Description: Automates follow-up tasks for no-shows and abandoned flows, ensuring that leads are re-engaged and nurtured effectively.
Benefit: Improves lead conversion rates by ensuring timely follow-up.

Real-Time Notifications

Description: Provides real-time notifications for new leads, meeting bookings, and broken inbound flows, keeping sales teams informed and responsive.
Benefit: Ensures that sales teams can act quickly on new opportunities and issues.

Comprehensive Integration

Description: Seamlessly integrates with existing tools and platforms, ensuring that sales workflows are part of a unified tech stack.
Benefit: Reduces tech bloat and ensures smooth operation across different systems.

Form Automation Software

Default's Form Automation Software provides no-code, conversion-optimized forms that integrate seamlessly with websites and enrich inbound leads automatically.

Features

Conversion-Optimized Forms

Description: Offers elegant, conversion-optimized forms that integrate directly into websites, enhancing lead capture and enrichment.
Benefit: Increases lead conversion rates by reducing form abandonment and improving data quality.

Pre-Configured Templates

Description: Provides pre-configured form templates that require no setup, allowing for quick deployment and customization.
Benefit: Saves time and resources in form creation and deployment.

Auto-Shortening Forms

Description: Automatically hides fields and questions that are already answered in the CRM or through enrichment, simplifying the form-filling process.
Benefit: Reduces form abandonment and improves user experience.

Integrated Scheduling

Description: Includes scheduling capabilities within forms, allowing leads to book meetings directly from the form submission process.
Benefit: Improves speed-to-lead and ensures seamless scheduling.

Unlimited Integrations

Description: Offers unlimited integrations with CRM, sales enablement, and marketing automation platforms, ensuring comprehensive data flow and management.
Benefit: Enhances data consistency and reduces manual data entry.

Sales Scheduling Software

Default's Sales Scheduling Software automates meeting scheduling and follow-ups, ensuring that no leads are dropped and conversions are maximized.

Features

Automated Follow-Ups

Description: Automatically follows up with leads that do not book meetings, ensuring that potential opportunities are not lost.
Benefit: Increases conversion rates by re-engaging leads who initially did not schedule a meeting.

Conversion Rate Improvement

Description: Connects hot leads to the right sales reps immediately, using best-in-class scheduling and routing.
Benefit: Enhances lead conversion rates by ensuring timely and appropriate lead handling.

Lightning-Fast Scheduler

Description: Provides a fast scheduling solution that can be used outside of the website, offering personal or round-robin scheduling links.
Benefit: Shortens the sales cycle and increases pipeline creation.

Bi-Directional CRM Sync

Description: Synchronizes events with CRM systems like Salesforce or HubSpot, ensuring that all meeting data is accurately logged and updated.
Benefit: Maintains data integrity and ensures that sales teams have up-to-date information.

Easy Handoff Booking

Description: Facilitates easy booking of handoff meetings between sales and marketing, using meeting types, scheduling links, and queues.
Benefit: Improves coordination between sales and marketing, enhancing the overall sales process.

Quantitative Benefits

""Since implementing Default, we've seen a huge uptick in qualified inbound pipeline.""

""Default helped us cut speed to lead and automate all manual routing - in days, not weeks.""

""Qualifying and routing leads to our sales reps with Default has saved us 10 hours each week.""

"88,047 Inbound Leads Analyzed"

"$6.6m Seed Round led by Craft Ventures"

"Companies with 3 to 5 form questions on their demo request page experienced, on average, a 200% higher conversion rate than those with more than 5 questions."

"By scheduling meetings directly after submitting a demo form, speed-to-lead increased by 240X: from 48 minutes down to just 2 minutes."

"Implementing auto follow-up sequences for demo requests that do not result in immediate bookings led to a 14.59% increase in meetings booked."

"After deploying AI solutions to aggregate and summarize relevant lead data, average research time was reduced by 15 minutes per lead, a 31% reduction overall."

"Manual entry of lead information into CRM systems took an average of 12 minutes per lead."

"4,267,421 minutes were saved by routing, qualifying, scheduling, and nurturing 88,047 leads using the above methods in the past 12 months."

"Before Default: 48 Minutes Per Inbound Lead"

"After Default: 2 Minutes Per Inbound Lead"

Testimonials

""Since implementing Default, we've seen a huge uptick in qualified inbound pipeline.""

Akbar Khan, Head of Growth at Unknown

Source: Automate Workflows with Default

""Default helped us cut speed to lead and automate all manual routing - in days, not weeks.""

Makalie Reed, Sr. RevOps Manager at OpenPhone

Source: Automate Workflows with Default

""Qualifying and routing leads to our sales reps with Default has saved us 10 hours each week.""

Josh Schlisserman, Chief of Staff at Series Financial

Source: Automate Workflows with Default

Customer Stories

OpenPhone

Problem: Slow speed-to-lead for inbound leads

Value Add: Default helped cut speed-to-lead and automate all manual routing quickly

Outcome: 67% faster speed-to-lead

Source: Automate Workflows with Default

Series Financial

Problem: Time-consuming manual lead qualification and routing

Value Add: Default automated the process of qualifying and routing leads to sales reps

Outcome: 10 hours per week saved on manual routing

Source: Automate Workflows with Default

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