Paul Garcia
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Recent activity by Paul Garcia-
@Mike, we map those conditional automations into our email marketing tool instead of CRM, since most CRMs don't like to be in the emailing business, especially when it is triggered by metrics that ...
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A use case for sequences with contacts could be a new customer orientation or onboarding series. Yes, triggers would be helpful, but would likely all need to be based on custom data since there's v...
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If this is implemented, the same kind of inclusion plus exclusion should be added to tags in Notes.
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I agree that backdating calls is important too. Few reps use ZDS on mobile and may not catch up with their data recording until days after occurrence to mark visits, calls, and other activities. Th...
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Since there are so few ways to build custom reports inside Sell, my options are either to export and go through machinations to find data (not something I want sales reps to attempt), or rely on sm...
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Dropping out of a nurture sequence shouldn't be automatic. While I may still be communicating with a lead or contact directly, I wouldn't want the standard nurture messages to stop just because the...