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With PLG becoming a GTM norm, top SaaS companies are opening up a new revenue stream by finding and acting on PQLs. But with a hungry salesforce and qualified inbound flow, GTM now needs to orchestrate product-led best practices at scale.
Today, we’re excited to announce the Calixa Automation Platform. These automations increase your GTM team’s revenue efficiency by automating common actions across Sales, RevOps, and Marketing. Whether facilitating PQL outreach, kicking off an upsell, or nurturing those not ready for sales, Calixa can operationalize your GTM motion at scale with ease.
The Calixa Automation Platform allows GTM teams to execute workflows across Sales, Marketing, and Revops including:
- Automated Outreach
- Alerting
- Workflow Orchestration
- Self-Serve Nurture
Keep reading to learn how your sales team can take efficient action on your users.
✉️ Automated Outreach
Never miss a beat when reaching out to PQLs. In the past, it took far too long to qualify and then reach out to different types of PQLs. Reps had to manually search for top users and then add them one-by-one to the correct sequences within sales engagement tools.
“Reps use Calixa to automatically add PQLs into the right sequences based on the Salesforce account owner.” – Rachael Watton, Director of Revenue Operations
The Calixa Automation Platform allows you to add PQLs into Outreach sequences or Salesloft cadences—immediately when they’re qualified. This allows sales teams to implement a light human touch (also known as Sales Assist) on a large volume of high velocity deals. With relevant product metrics at their fingertips, reps can own messaging and personalization at scale.
Examples of automated outreach
- Free user tries premium feature → Add to Free-to-Paid sequence
- Pro Plan Threshold reached → Add to Pro Plan sequence
- User invited teammates → Add to Team Onboarding sequence
⚡ Alerting
We all know that speed-to-lead is important to sales. The Calixa Automation Platform handles all product-led GTM alerting, so your team can be proactive with customer touchpoints. Get timely alerts about PQLs, upsell opportunities, churn risk, and more.
Save time manually checking account statuses by enabling Slack or email notifications. If reps are unsure what action to take on PQLs, sales leaders can leverage Playbook alerts to provide guidance at scale.
Examples of automated alerts
- New PQLs
- Upsell opportunities
- Churn risk
📊 Workflow Orchestration
In traditional sales models, it’s common for reps to spend two-thirds of their time not selling (Forbes). Administrative tasks and disjointed salestech is a big reason for this. The benefits of having a modern, well-integrated GTM platform is that teams can spend less time on administrative tasks and can focus on higher level strategic selling.
Calixa helps you orchestrate all your RevOps workflows. These include CRM automations like pushing top signups into your CRM, creating leads and opportunities, and setting follow-up tasks. Enable sales teams to move faster by keeping leads in your CRM in sync with PQLs/PQAs in your product.
Examples of automated workflows
- Create Salesforce leads for new PQLs
- Push top signups into the HubSpot lists
- Create Salesforce task for expansion opportunities
🌱 Self-Serve Nurture
A user who isn’t ready for a sales touch today can still turn into a PQL tomorrow. Product-led marketers are key to providing inspiration and resources that nudge users into deeper product adoption.
Calixa’s new marketing automations allow marketers to find high potential users in Calixa and run nurture campaigns within Marketo, HubSpot, and Salesforce. Customize campaigns based on product insights from Calixa, so you maximize user engagement.
Examples of automated nurture
- Unactivated new users → Onboarding campaign
- Power users without a team → Add team members campaign
- Users who viewed pricing without upgrading → Starter discount campaign
Start automating today
With the Calixa Automation Platform, you can orchestrate GTM workflows, save valuable rep time, and improve customer experience. Your team goes beyond basic PQL dashboards and runs on a well-oiled Product-Led Sales engine.
Get started on your automation today.
Not on Calixa yet? Sign up here or book time to chat with one of our friendly product specialists. ✌️
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