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Sales Accelerator for Accounts

Vicki Burton on 2/22/2021 7:33:41 PM
Would like the ability to add sequences for accounts that already exist. This can help with customer experience groups etc. to onboard and nurture accounts.
Category: Sales Accelerator
STATUS DETAILS
Needs Votes

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RE: Sales Accelerator for Accounts

Joanna Salnik on 11/10/2023 12:12:35 PM

Hello, If this feature has been delivered and it works as expected should the status be changed to delivered?

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Alex Hayward on 9/5/2022 1:17:10 PM

We would also like to setup a segment/sequence for all Accounts that have not had an active Lead/Opportunity associated with them over the past N months.

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Alex Hayward on 9/5/2022 1:14:05 PM

Would like to see this added - we want to setup a 90-day Account follow-up/healthcheck sequnce.However our observation is that the account is only added to the sequence by a segment if the Account record is edited - otherwise there is no prompt for it to be sequenced. So not really practical.Also, we observed that the To address in emails generated from the sequence do not contain an email address - need to work out how to associate an email generated by the Sequencer to the Main email address on the account.

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Autumn Hearne on 1/20/2022 5:50:21 PM

The previous comment from a Microsoft Employee says this feature has been delivered, but I cannot create Account segments, and don't see Accounts mentioned in the documentation. This is still needed.

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Atul Agarwal on 7/7/2021 11:43:17 AM

Thanks All for sharing the idea here.
This feature has been delivered as Part of May 2021 Update of Sales accelerator.

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Jeff Cody on 2/22/2021 7:57:13 PM

Great idea, thanks for sharing!

Category: Sales Accelerator

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RE: Sales Accelerator for Accounts

Chris Arend on 2/22/2021 7:55:02 PM

I am glad you called this feature out. It would add a lot of value to customer experience talk track.

Category: Sales Accelerator