NEW FEATURE

A Better Customer 360: Account Quick View

Having a 360º account view at their fingertips allows reps to gain customer context which yields more meaningful conversations, higher conversion rates and increased account growth.

Stephen Moock

January 19, 2022
·
2
 min read

Last week we announced a new User Quick View designed to give reps a better way of gaining all necessary context about a user, faster than ever. We have heard from several customers that it would be great if we could extend this functionality to account data as well.

We didn't waste much time. You can now take advantage of Account Quick View. When you want some key details about an account, but don't want to break your workflow by loading the dashboard, Quick View can help.

Having a 360º account view at their fingertips allows reps to gain customer context which yields more meaningful conversations, higher conversion rates and increased account growth.

Example Account Quick View

The data you need, without the noise

Out of the box, the new Account Quick View highlights key account data like when a customer was last seen, ownership and their engagement score.

Account Details

We also make it easy to customize the layout, adding the metrics and properties you care about most. Plus, you can arrange the order of the cards incase you want to place more emphasis on conversations or the event timeline.

Account Timeline, Conversations and Metrics

Zooming in on a specific user is just a click away. Selecting one of the account's users will take you directly to the User Quick View.

Account Users

Give it a try and let us know what you think!

Not on Calixa yet? Signup here or book time to chat with one of our friendly product specialists.

Ready to see a product-led sales motion in action?
Turn your self-serve funnel into a revenue engine.
Get a demo
PRODUCT UPDATES

Product Updates: November 2022

Check out these latest releases and events. Calixa Automation Platform, Multi-Level Filtering, and more.

Joanna Huang

December 7, 2022
·
 min read
Advice for Sales

Combining top-down sales with a bottom-up PLG motion

Thomas Schiavone

December 1, 2022
·
 min read
NEW FEATURE

Uncover PQLs with Multi-Level Filtering

Find your best opportunities with a unified view across users, accounts and companies.

Joanna Huang

November 30, 2022
·
 min read
New feature

A Better Customer 360: Account Quick View

Stephen Moock
|
Head of Sales and Success
|
Calixa

Never miss a thing!
Subscribe for
more content.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
January 19, 2022
ReadTime

Last week we announced a new User Quick View designed to give reps a better way of gaining all necessary context about a user, faster than ever. We have heard from several customers that it would be great if we could extend this functionality to account data as well.

We didn't waste much time. You can now take advantage of Account Quick View. When you want some key details about an account, but don't want to break your workflow by loading the dashboard, Quick View can help.

Having a 360º account view at their fingertips allows reps to gain customer context which yields more meaningful conversations, higher conversion rates and increased account growth.

Example Account Quick View

The data you need, without the noise

Out of the box, the new Account Quick View highlights key account data like when a customer was last seen, ownership and their engagement score.

Account Details

We also make it easy to customize the layout, adding the metrics and properties you care about most. Plus, you can arrange the order of the cards incase you want to place more emphasis on conversations or the event timeline.

Account Timeline, Conversations and Metrics

Zooming in on a specific user is just a click away. Selecting one of the account's users will take you directly to the User Quick View.

Account Users

Give it a try and let us know what you think!

Not on Calixa yet? Signup here or book time to chat with one of our friendly product specialists.