Items tagged
Playbooks
Automate Journey-Based Customer Messaging with Zack from Vitally

Automate Journey-Based Customer Messaging with Zack from Vitally

Discover how Zack Joswiak, Manager - Solution Architects at Vitally, automates customer messaging based on journey stage using Playbook Automation.

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How the Compt Team Automates and Scales their Renewal Process

How the Compt Team Automates and Scales their Renewal Process

Discover how Mary Migiano, Sr. Customer Success Manager - Team Lead at Compt, uses Playbook automation to seamlessly move customers through a tailored journey.

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How to Automatically Identify Expansion Opportunities

How to Automatically Identify Expansion Opportunities

Learn how Ben from Salesmsg uses Playbook automation to detect and act on expansion opportunities in his Expansion Blueprint.

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