Sales Analytics Software Discussions

Because mostly people don't know network and technology skills so we want tips for business

Osm software amizing

I currently have last purchased, last engaged, product interest tagging, abandoned cart and the popups and sign up forms. Are there any other core automation and triggers that I should be using and how should I take advantage of the ones I am using to the fullest?

The and or or functions...

At the end of every mail, the reader can click "abmelden" oder "unsubscribe". How can I change the next page? I want to ask different questions and want to change the language for my German audience.

I think this is the problem when I try to log in and can't locate the name associated with the account.

I have tried scheduling emails on Groove, but I don't understand where they go. Like Gmail has a separate tab for Scheduled emails, does Groove have a similar setup?

Remote working to this current magnitude is only going to increase. The old way of Networking is changing rapidly as well. What are some new methods for keeping these doors functional to seek career advancement?

Will we have a better search function and also we need a filter for customers on different parameters

Will there be a convenient way to categorize clients?

When using Looker I feel it takes quite a while to load going from one page to another. I wanted to know is there's an additional way to opitimize this tool in order to reduce the loading times.

Is there a call out from the Hubspot app using an Aircall number from my iPhone rather than my primary mobile number?

None

Seem to get lost about selecting the people to call, keeps going through the same people.

I've heard they offer discounts but never can get one from them

We'd like to use the Chorus transcription to check boxes, edit or add to notes fields, etc. based on what was said in a conversation. Something like "Check box if CDP or Customer Data Platform is mentioned", or "Add Company Y to Competitors field if mentioned". It would help with integrity and... Read more

For importing the leads, some where we are using the data which we are having in the excel files. we cannot directly import the google sheet data or excel data in the zoho CRM software. It might be great if you are using the software

I am expecting some introduction training and some use cases like how you solved the customer problems by giving demos. And also, I expect them for demo versions so that it will help them to gain the user's growth

Having two-way communication from Outreach back to Salesforce would be a huge benefit.

I would like to have registrations in .doc format to all of the emails I have written before, and I don't know if AC has a way to do it apart from doing it one by one.

Using outreach daily, it can get tiresome when I have to manually dial and disposition. Is there any autodialler that can be used globally to integrate into outreach?

Yes. This is the go to Sales Development platform.

Master Contact List discrepancy

When you open the 360 view you see 7 day calendar that shows the tasks you are due to perform. This chart shows weekdays and weekends, but the weekend view is useless and should be removed. Also, while the view of days with tasks is useful, it is not possible to set it to a month-long view, only... Read more

I've used it with several virtual meeting apps (Chime, Webex, Zoom, etc.). It would be my dream tool if I could use it to record regular phone calls, with a desktop calling app.

Do end users have a way to add/edit their title to reflect their post in the organization and then add a group under them to see the most appropriate data for everyone? And can we add more subgroups under a specific group? Or should this be raised to the Pathlight representatives?

While I know for a fact that my organization is using Chorus constructively and ethically, I'm wondering how other people explain what Chorus is / why you use it when people ask about it. Do you frame it as a coaching tool? A tool for honoring commitments? It would also be interesting to hear... Read more

The way sometimes transcription is typed is confusing. But it's incredible the platform!

We use Pipedrive and an active campaign, and I would love to merge it into one system.

May I know how do I set this up and how do these functions work?

Having certain calls bookmarked so it's easier to go back and find/ listen to them.

MindBody is a beast in its own with several features. Active Campaign has a few hiccups and issues when transferring data back and forth. Just wondering if there is a bit more assistance!?

Just trying to get a look into future features