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carlye -- triggering emails to go out when people are clicking links

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carlye -- triggering emails to go out when people are clicking links

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what are our KPIs? how many touches does it take to get a meeting?

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if someone responds to an email and gives a time that they can meet, is there a way to automate the calendar invite with the Zoom details?

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we want to collect more data about decision maker engagement plan, PDMS, etc-- can we build a more streamlined workflow to collect all of this data?

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sending calendar invites for QCs and Demos (and maybe follow up convos?) that have an agenda and a kickup zoom link

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Question for the AE team - what email workflows do you find yourself doing frequently?
- demo followup
- sandbox credential followup
- pricing followup
- event followup

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setting up an automatic cadence to schedule with people who request demos

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does calendar automatically show in the prospect's time zone or do we have to choose it?

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does calendar automatically show in the prospect's time zone or do we have to choose it?

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Would be great to spend some time going through the campaign/template creation to make sure we have the most efficient workflow down

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triggering account statuses to change when an opp is created or closed

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triggering account statuses to change when an opp is created or closed

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"actively selling" when open, "nurture" when closed

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Excluding people who are in active campaigns?

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Excluding people who are in active campaigns?

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Can we exclude people who are in active campaigns (i.e. event campaigns, BE outreach)
Can we exclude people we've been emailing who aren't in a campaign?

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having a bank of links/resources to send in emails

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setting up campaigns to chase down prospects who ghost their QCs

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What all can be tracked? Is it possible to receive push notifications for certain activities (email opens, link clicks, etc.)?

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is it possible to customize the cadence/templates of follow up emails by individual prospect?

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shows a local area code when cold calling

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how does call recording work if we are in PA, where 2 way consent is required?

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cold outreach, events, webinar invitations

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sending a confirmation email with an agenda and the appropriate zoom links

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can we create/edit opps when a demo is scheduled?