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.
Dependencies:
- Playbook Experience (com.playbook_experience)