HOW TO

How to Efficiently Act on PQLs with Calixa

Reduce tab turmoil and streamline your Product-Led Sales workflow

Joanna Huang

August 11, 2022
·
 min read

This is part three of our how-to series. You can check out our previous how-to pieces at the end of this blog.

Product-Led Sales draws upon many sources for user insights. Without a purpose-built solution, this often requires jumping across your GTM stack. Whether it's going from a Salesforce report to the list of Outreach cadences or refreshing a BI dashboard of signups that you then need to search for in the CRM, reps lose precious time context-switching and navigating through numerous tabs. 

Calixa equips sales teams with a view of your most active users and the ability to take action in a single place. Seamlessly sync with other apps like Salesforce or Outreach to centralize your Product-Led Sales workflow.

Take Action on PQLs

Finding your top users is a big step forward in Product-Led Sales productivity. But knowing how to follow up these new insights is as important. Below are common ways salespeople take action on high-activity users directly within Calixa.

Each of these actions can be taken from directly within Calixa. Never miss a beat when you find a sales-ready user. Immediately create an opportunity, kick off a sequence, or build something custom to trigger processes.

Ready to act on your PQLs? There are two simple steps involved.

Step one: configure actions 

For each of the apps you have integrated, you’ll see popular actions taken by sales teams. These are pre-built and ready to use as soon as you integrate the tool with Calixa.

To use these standard actions, simply flick on the switch from the Actions page.

If you have another idea for an action, check out our Custom Action Builder to create custom workflows using a no-code interface.

Step two: try out the action! 

Now that you have your actions setup, go ahead and take action on an interesting user or account. 

The Actions button will appear when you click into a user or account. Select which action you’d like to take from the dropdown.

When you select an action, a short form will instantly appear with the typical fields you see from the original app. Everything will sync between tools after clicking ‘Submit.’

Product-Led Sales is a big endeavor. With Actions from Calixa, you can ensure no large usage spike or lull goes unnoticed – and allow sales to be proactive when acting on the right users at the right time. 

Explore our other how-to posts:

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How to

How to Efficiently Act on PQLs with Calixa

Reduce tab turmoil and streamline your Product-Led Sales workflow

Joanna Huang
|
Product Marketer
|
Calixa

Subscribe to High Intent

Your PLG roundup in 5 minutes.

August 11, 2022
ReadTime

This is part three of our how-to series. You can check out our previous how-to pieces at the end of this blog.

Product-Led Sales draws upon many sources for user insights. Without a purpose-built solution, this often requires jumping across your GTM stack. Whether it's going from a Salesforce report to the list of Outreach cadences or refreshing a BI dashboard of signups that you then need to search for in the CRM, reps lose precious time context-switching and navigating through numerous tabs. 

Calixa equips sales teams with a view of your most active users and the ability to take action in a single place. Seamlessly sync with other apps like Salesforce or Outreach to centralize your Product-Led Sales workflow.

Take Action on PQLs

Finding your top users is a big step forward in Product-Led Sales productivity. But knowing how to follow up these new insights is as important. Below are common ways salespeople take action on high-activity users directly within Calixa.

Each of these actions can be taken from directly within Calixa. Never miss a beat when you find a sales-ready user. Immediately create an opportunity, kick off a sequence, or build something custom to trigger processes.

Ready to act on your PQLs? There are two simple steps involved.

Step one: configure actions 

For each of the apps you have integrated, you’ll see popular actions taken by sales teams. These are pre-built and ready to use as soon as you integrate the tool with Calixa.

To use these standard actions, simply flick on the switch from the Actions page.

If you have another idea for an action, check out our Custom Action Builder to create custom workflows using a no-code interface.

Step two: try out the action! 

Now that you have your actions setup, go ahead and take action on an interesting user or account. 

The Actions button will appear when you click into a user or account. Select which action you’d like to take from the dropdown.

When you select an action, a short form will instantly appear with the typical fields you see from the original app. Everything will sync between tools after clicking ‘Submit.’

Product-Led Sales is a big endeavor. With Actions from Calixa, you can ensure no large usage spike or lull goes unnoticed – and allow sales to be proactive when acting on the right users at the right time. 

Explore our other how-to posts: