Standardize your team processes
Filter and analyze groups of accounts or contacts to stay ahead of behaviors and deliver success.
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
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
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
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.
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.
