How can OneInsight simplify the invitation process for events?
If there is an event coming up, it might be up to the Sales team who will be invited. However, the Marketing team might also have some names at hand that they consider important. The communication between the two departments tends to be lengthy and inefficient.
Through OneInsight, Marketing can offer a pre-selection by changing a lead’s status to “Marketing suggested”. A descriptive message can be included, providing deeper insights into the selection made. This way, finalizing the guest list is as simple as it can get – for everyone involved in the process.