MOpza25 Session Replay

Routing revolution: Teladoc Health’s intelligent automation across multiple CRMs

When Joe Giacalone joined Teladoc Health, lead routing was manual, messy, and nearly impossible to scale. In this session, discover how his team used Openprise to automate 99% of routing across multiple CRMs, unify GTM operations, and accelerate speed to lead.

In his MOpza session you’ll learn:

• How Teladoc Health replaced manual lead queues with dynamic routing logic that scales across teams and CRMs
• Why splitting high-priority leads from lower-priority ones helped drive better follow-up
• The role of Openprise in enabling L2A matching, data flow control, and downstream CRM coordination