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Playbooks

Standardize your team processes

Filter and analyze groups of accounts or contacts to stay ahead of behaviors and deliver success.

Customer onboarding in the playbook

Automate processes across the entire lifecycle with Playbooks

Create playbooks that automatically send welcome and onboarding emails assign accounts to team members implement personalized renewal processes notify you in response to your customer’s behavior

Chrun risk

Proactively act when a churn risk is detected before it’s too late

send messages to customers with low engagement implement personalized renewal processes notify you in response to your customer’s behavior

Playbook analytic

Measure the perfomance of your processes

send welcome and onboarding emails assign accounts to team members send messages to customers with low engagement implement personalized renewal processes notify you in response to your customer’s behavior

Customer analytic

Analyze the perfomance of each CSM

Salesmachine is integrated in the tools used by your sales team. It gives them actionable insights while working in Salesforce, chatting on Intercom and notify them on Slack.

Playbook builder for product-led

Powerful but intuitive playbook builder

Triggers on segments, lifecycle entry and exists Conditions on both attributes and events Advanced AND and OR rules Create and Assign tasks

Salesmachine core features

Get a unified view of your user base at contact and account level

Bring together multiple data sources such as CRM, billing, support ticketing system, and product usage into a unified view of your uses.

Increase alignment and collaboration across all product-led teams

Use the Unified Inbox to collaborate cross-functionally across pre and post-sale teams to ensure customers reach their desired outcomes.

Nurture Unique Relationships At Scale

Dramatically increase customer engagement using automated Workflows for your bespoke target campaigns to reach out to the right customers, at scale.

360° Profiles
Unified Inbox
Automations