We hope your March is off to a great start. This year, we are doubling down on our commitment to help sales professionals connect with more buyers in a thoughtful way by providing tools to take action, data to make decisions, and powerful integrations to supercharge your workflow. Our March features do just that by serving up Team Meeting Types to templatize your team meetings, Presentation Data in the Activity Feed to see how recipients are interacting with your .pdfs and sales decks, the ability to Pause Campaigns, and more.
Team Meeting Types
Team leads can now create and edit Team Meeting Types under Advanced Settings in Meeting Scheduler. Team Meeting Types are standardized meeting invites that can be shared among a team. Leads can specify which team to share the meeting type with, as well as specify meeting duration, default attendees, meeting description, custom questions, and more. With team meeting types, meetings can be standardized across a sales organization and new reps can hit the ground running and use the shared team meeting types rather than starting from scratch.
Presentation Data in Activity Feed
Sending a demo deck to an important prospect? You will now be able to view any presentation engagement data that exists for that recipient right from your Activity Feed. See whether that prospect viewed or forwarded your tracked presentation and how many times it was seen.
Rolling Out: Pause/Resume Campaigns
Out sick and need to pause your campaigns? We’re happy to be rolling out the ability for users to pause and resume their campaigns when needed. When a campaign is paused, no automatic emails will be sent and no manual tasks will appear in your to-do list. When resuming a paused campaign, you will be prompted to reschedule any prospects who were skipped while the campaign was paused.
Rolling Out: Date Picker in Campaign Reporting
We are making some data updates to Campaign Reporting, which will deliver a smoother reporting experience and a few improvements to the Campaign Reporting interface - including a handy Date Picker. The date picker will allow users to specify a date range for campaign data to make more meaningful connections between Campaign engagement and business outcomes. The date picker will be ‘sticky’ and the range selected will appear the next time the report is loaded. The date picker will be available on all Campaign Reports and Campaign Drilldowns.