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Alerts to sales representative in a program  

This functionality would make the tool more complete in engagement programs combined with commercial activity in B2C and B2B companies

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 6 2019
  • Uncommitted Candidate
How will this idea be used?

This functionality would be used for sales, engagement, management and nurturing programs for various types of business and commercial activities.
 

Basically it is that users who have a sales representative with an associated email in the database, can be impacted in a program and in turn, within the program can send personalized alerts or emails to the sales representative so they can perform actions commercials in parallel and with real-time knowledge.

 

Business case example:

 

We have a survey launched, for which we have already created the fields in the relational table that will be recorded with customer responses. Based on the responses of the fields, we will define queries to segment these clients.

 

We can have 6 kinds of answers through the survey. We created additional
fields in a relational table in order to match the survey answers.

In a program, we would define these answers by decision points, making it
coincides with the relational table answered fields where the survey data
is been recording.

The real case:

*#1 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Send a Mail to customer.
*#2 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Send one mail to client / Send one mail to a
sales representative.
*#3 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Send one mail to an "A" sales representative /
Send one mail to a "B" sales representative.
*#4 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Mail to customer.
*#5 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Send one mail to a sales representative.
*#6 *Survey -> Customer answers the Survey -> Decision point matching the
answer -> If it matches -> Send one mail to an "A" sales representative /
Send one mail to a "B" sales representative.

What is your industry? Other
What is the idea priority? High
DeveloperWorks ID
RTC ID
Link to original RFE
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 10, 2019 09:06

    Hi there 

    Other tools like Marketo has this kind of functionality embedded. Alerts are limited to web form submit, download, program enter and scoring. If it is not feasible to put this functionality in programs, as STEP type ( like other tools which allow you to establish to communicate to de sales representative associated) , it would be interesting to increase the possibilities we currently have with alerts, 

     

    Thanks,