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What to look for in a sales automation system

1、Lead pre-qualifying features: Retrieve valuable information about your leads to improve your sales strategy.
2、Workflow automation: Fully automate a vast range of time-consuming administrative tasks related to your deals.
3、Open API: Connect any system, software or app in your technology stack to salemgtshop.
4、Email templates: Use our existing templates or create your own to take the stress out of customer communications.
5、Personalized tips: Get real-time notifications with personalized, performance-based tips.

Pipedrive AI

Email and market segmentation


1、Campaign-specific filters-also enables you to select filters based on campaign data. Segment contacts based on the titles and dates of campaigns that were sent to them, as well as their interactions with the campaigns and subscription dates.

2、If campaign tracking has been enabled, you can even group subscribers by when they opened your campaigns, how often and how much they clicked on any embedded email links.

3、Campaign-specific data filters can be paired with person filters to further narrow down contact subgroups.

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