With that level of flexibility, Custom Objects unlocks an almost unlimited amount of use cases. To help you make the most of them, we’ve compiled a list of the top 8 ways Customer support cases to integrate Custom Objects in your sales process and create new automations that drive revenue for your team. Let’s take a look.
#1 Timely follow ups
Custom Objects used: Campaign and Campaign Member
Never miss another opportunity, especially when ghana phone number data a you can automatically sequence a prospect when they join a specific campaign in CRM. Simply map Customer support cases your Campaign and Campaign Member object from CRM into Outreach.
Now, every time someone joins a campaign, it automatically Customer support cases updates in Outreach, triggering an email sequence when a prospect is associated with a specific campaign. Say goodbye to manual tagging and slow followups – Outreach the 4 best live blogging platforms to use in 2022 ensures the right prospects are put into the right sequences.
Custom Object used: Opportunity Competitor
See how Michaela McMenamin, a Sr. Client Accoun Executive at Outreach, follows up with clients after events by using campaign data in Outreach.
If you’re using the Case object in CRM, now you can use. Outreach Custom Objects to provide your sales team visibility into customer support cases within the context of an account. By leveraging case insights directly in Outreach,
your sellers can quickly see if a customer has any open issues that might affect retention so they can begin mitigating churn earlier.
If you’re using the Case object to track feature requests, you can also set up Outreach Triggers for new product launches – anytime a new feature gets launched, customers that have made a request for that feature will be added to a product launch email sequence.
Now customers will receive personaliz, timely. Product launch updates. to ensure they feel valued and to encourage further adoption of your product.
Address competitive threats
Closing a deal without competitors in the mix ukraine business directory would make selling much easier. But, the reality is most new deals are evaluating a competitor. To help sellers manage competitive pressure, use an Opportunity Competitor object to track competitors linked to your opportunities.
Now you can bring that data into Outreach to help sellers stay. Customer support cases on top of market intel and edge out the competition.