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Sophie-Marie Gruber

Adhésion le 13 févr. 2023

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Dernière activité le 09 mai 2023

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Dernière activité effectuée par Sophie-Marie Gruber

Sophie-Marie Gruber a créé une publication,

Publication 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

Publication le 09 mai 2023 · Sophie-Marie Gruber

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Sophie-Marie Gruber a ajouté un commentaire,

Commentaire de la communauté 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! 

Afficher le commentaire · Publication le 13 févr. 2023 · Sophie-Marie Gruber

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