Product updates

Product Updates: January 2023

We’ve upleveled the experience of playbooks and introduced a better way to get product insights into your CRM.

Joanna Huang

January 27, 2023

min read

Hope your 2023 is off to a great start! As usual, our team was excited to ship new features and a better user experience. See what we’ve been up to.

☀️ Redesigned playbooks

Our playbooks now put even more product insights at your fingertips. Enable reps to know exactly what plays to run for timely PQL follow-up.

👀 Get product insights at a glance so you can easily understand your plays. All PQLs are automatically grouped into the accounts you own.

📈 Equip reps with the best-practice set of steps for high conversion and close rates.

🙌 Take integrated actions into Salesforce, HubSpot, Outreach, and more without leaving your inbox.

🔁 Salesforce Sync

Get all of Calixa’s insights and other connected data (Clearbit, Outreach, Stripe, etc.) synced directly to your Salesforce records.

🎯 Display your target account list with product usage scores

🗺 Find ICP leads who are getting stuck in the activation journey

👀 Surface open opportunities that hit paywalls this week

Email team@calixa.io for beta access.

📈 Expandable side panel

View your best PQAs while also deep diving into user activity – with our new, larger side panel. With more real estate to showcase data, you can uncover insights and take action faster.

⚡️ Quick actions

Go from insight to action in one-click. Quick Actions show reps the relevant next steps – all without needing to click into a user or account. Increase conversions with faster follow-up.

🔍 Property picker

Quickly find the data you need with our new Property Picker. Reps now have a larger view of their available data. Easily access insights from your product and CRM, while switching between properties and usage metrics.

🙌 Product-Led Sales tactics

Check out the latest Product-Led Sales tactics and advice.

Experimenting with product signals @ CloudApp & PandaDoc
How to build a free-to-paid playbook
9 ways to use product data to book meetings

‍Thanks for reading! You can stay in the loop by subscribing to our blog and following us on LinkedIn. Not on Calixa yet? Sign up here or book time to chat with one of our friendly product specialists. ✌️