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

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☀️ 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.