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Campaign Coach
Prospect smarter with cadence strategy, call scripts and email templates.
Overview
Campaign Coach provides strategy and efficiency of campaign management in Salesforce with cadences that launch call and email scripts for the perfectly choreographed pitch. Activities efficiently log as users progress through their campaign strategy.
Create more opportunities with a point and click campaign strategy. Each cadence leverages a certain number of touch point actions per campaign member. Determine what script each action should assemble and efficiently execute your campaign strategy.
Deliver more affective prospecting messages with call and email scripts. Coach's scripts dynamically merge salesforce values so you can call and email with professional yet personalized notes.
Efficiently prospect with automatic activity logging. Coach tracks your strategy progress seamlessly so that you can kick off your selling effort tomorrow and will know exactly where to start and what to message to deliver.
Campaign Coach provides a strategy for campaign execution with scripted call and email templates so that the team can efficiently deliver perfect messages and drum up new business faster. Coach leverages templated scripts within a campaign strategy cadence. With a simple script builder, one can copy and paste fields to merge directly into dynamic scripts. Then when executing a cadence, Coach will pull up the appropriate script according to the action where our user left off within that campaign member. For example, perhaps one would like 3 touch points per member in their campaign. From a list of campaign members, Coach remembers which touch point you've left off and will prompt the next script in line for perfect execution. When a call is the next action, a call script is prompted and logged as an action within salesforce against the lead or contact. When an email is the next action, a draft email appears for final touches before delivery and logging.
Categories
- Business Needs
- Campaign Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package