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Sophie-Marie Gruber's Avatar

Sophie-Marie Gruber

Joined Feb 13, 2023

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Last activity May 09, 2023

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ACTIVITY OVERVIEW

Latest activity by Sophie-Marie Gruber

Sophie-Marie Gruber created a post,

Post Feedback - Sales CRM (Sell)

Hello,

It is really costing us SO MUCH time that you cannot copy sequences or templates in Zendesk Sell. We use those features a lot, but it's hard to convince new team members to do the same if it always takes forever for them to set up all the personalised templates and sequences for themselves. 

Surely we're not the only ones with that problem? 

Best,

Sophie

Posted May 09, 2023 · Sophie-Marie Gruber

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Sophie-Marie Gruber commented,

Community comment Feedback - Sales CRM (Sell)

Hello!

Great to see triggers to automate more steps.

What would help our flow would be:

  • Automatic action: adding a note with tagging another user (owner change doesn't do it for our use case)
  • include leads into the workflows
  • include sequences into the automatic actions (e.g. stop sequence when a lead/contact calls, start sequence according to stage change + specific owner etc.)
  • re-send e-mail if not read after X amount of days
  • add task or note to lead/contact/deal owner if missed call 

Looking forward to seeing this feature develop! 

View comment · Posted Feb 13, 2023 · Sophie-Marie Gruber

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