Action Studio
JS
Action Flow Designer
Create and refine action recommendations for specific deal scenarios
High-Value Opportunity Flow
Actions for opportunities with score > 80
Priority:
70%
is assigned to
Schedule discovery call
Day 1
Reach out to the prospect to schedule a 30-minute discovery call to understand their needs.
Assigned to: Sales Rep
Send personalized case study
Day 2
Send a relevant case study based on the prospect's industry and pain points identified in the discovery call.
Assigned to: Sales Rep
Schedule solution demo with team
Day 5-7
Coordinate a solution demonstration with the prospect's team, including technical stakeholders.
Assigned to: Account Executive