0
1.0.0
Zurich, Yokohama, Xanadu
Customer Engagement Sequences application automates personalized outreach and follow-up activities to engage customers throughout their entire lifecycle.
- 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.
New:
- Automate and personalize customer journeys with a no-code playbook interface and guided task flows.
- Drive high-impact telesales scenarios such as product surveys, lead qualification, and proactive engagement campaigns.
Requires the following application:
- Playbook Experience (com.playbook_experience)