Use actionable segmentation to create prioritized lists of customers for outreach such as product introductions, promotions, follow-up orders, discounts, and returns. Assign the lists to your sales or service agents and track engagement.
- Outreach List
- Help your sales agents meet their monthly goal by curating a list of prospective customers including existing customers for orders and promotions, and introducing products. Sales agents use the outreach list to proactively engage with the customers.
- Actionable List Members
- Help your sales agents view actionable list members or prospects, including existing customers. Set up and assign actionable lists to sales agents. The agents can then engage with the prospects and build trusted relationships with them.
- Actionable List Engagement
- Help your sales agents engage with the customers for orders, promotions, or visits. Enable agents to complete an engagement without having to leave the sales console. They can record responses, execute various actions, and wrap up the engagement by taking notes and scheduling a followup.