Brazil, Australia, Zurich, Yokohama
Standalone Application
Customer Engagement Sequences application automates personalized outreach and follow-up activities to engage customers throughout their entire life cycle.
- No code interface for admins to configure sequences
- Configuring multi-step sequences that define specific activities using a no-code playbook experience reduces dependency on developers.
- Sequence tasks with predefined activities for sales representatives to act on
- Auto-generate different activities on the right day for the sequence task based on wait conditions.
- Provide a guided experience for sales and customer representatives.
- Track sequence task ownership and completion.
- Automate telesales with schedule call activity and click-to-call integration.
New
Demo data for email-based sequences, giving teams a ready-made path to test and demo email engagement without building one from scratch.
Fixed
Minor defects.
Not applicable for this application version. For more information, please see
Application Runtime Policy
Dependencies:
- Playbook Experience (com.playbook_experience)