Next Action

Accelerate sales cycles by automating common follow-up next actions.

Automate the follow-up can help your reps stay on-track by automating common next steps after a phone call that trigger all the right bits and pieces in your CRM.

  • Schedule a follow-up call that gets recorded as an open task in Salesforce or Zoho CRM
  • Send a templated follow-up email to confirm an appointment or thank a prospect for their time
  • Deliver a link to your website via SMS or an appointment reminder
  • Trigger a CRM workflow that updates lead status

You get to configure and customize Next Actions available to your reps, and hook them to your own CRM or business processes.

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