BeyondPresence Sales Opportunity Scoring: Real-Time Lead Intelligence
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Transform your sales process with real-time lead intelligence. This n8n workflow automatically scores opportunities based on user interactions within BeyondPresence, detects competitor mentions, and alerts your team instantly via Slack.
About This Workflow
Elevate your sales team's effectiveness with the BeyondPresence Sales Opportunity Scoring workflow. This solution leverages real-time data from BeyondPresence to automatically assess the sales potential of user interactions. By analyzing messages for buying signals and competitor mentions, it assigns a dynamic score to each lead. Critical opportunities are then immediately flagged and sent to your team's Slack channel, ensuring timely follow-ups and preventing deals from slipping through the cracks. The system intelligently filters messages, focusing only on relevant user communications to provide actionable insights.
Key Features
- Real-Time Lead Scoring: Automatically scores leads based on detected buying signals and negative indicators.
- Competitor Detection: Instantly identifies mentions of competitors within conversations.
- Intelligent Slack Alerts: Notifies your sales team of hot leads, competitor mentions, and other critical events.
- Contextual Information: Provides call ID and user context for better follow-up.
- Customizable Scoring Logic: Easily adjust scoring parameters for buying and negative signals.
How To Use
- Configure Slack OAuth2 Credentials: Ensure your n8n instance has the necessary Slack credentials set up.
- Update Channel Names: In the Slack notification nodes, specify the correct channel names for receiving alerts.
- Integrate BeyondPresence Webhook: Obtain your unique BeyondPresence webhook URL and configure it within the "BeyondPresence Real-Time Webhook" node in n8n.
- Adjust Scoring Logic (Optional): Review and modify the "Scoring Rules" sticky note to align with your specific sales criteria and keywords.
Apps Used
Workflow JSON
{
"id": "56ce2090-3e57-46fb-acb0-1ab39f1c0a06",
"name": "BeyondPresence Sales Opportunity Scoring: Real-Time Lead Intelligence",
"nodes": 27,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 56ce2090-3e57...
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