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Campaign Coach

By Out Loud Solutions

Prospect smarter with cadence strategy, call scripts and email templates.

Starting at $20   USD/user/month

Discounts available for nonprofits

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Business Need
Campaign Management

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.

  • Coach In Action with 3 actions on 1 campaign member

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
CampaignCoach/Coach Winter 21 1.38.0
Listed On
01/25/2021
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.38.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/05/2020

Additional Details

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.

Need help?

Out Loud Solutions

Annapolis, MD USA

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