Product Updates

Product Updates: March 2023

Take CRM automations to the next level by syncing additional PQL insights. Optimize the prospecting workflow by jumping from Calixa to LinkedIn in one click.

Joanna Huang

April 7, 2023
·
 min read

Hope you had a great end of quarter! At Calixa we’ve had another exciting month – and really appreciate the customer love in this video ❤️ Check out what our team was up to.

🔁 Sync additional lead fields into your CRM

Calixa gives you fine-grained control over which signups to push into the CRM. Now you can add or remove any fields you send along, including:

  • Lead source
  • Onboarding use case (e.g. personal, business)
  • User activation metrics (e.g. paywalls hit)
  • Workspace name

…and much more! Enable your sales team to move faster by keeping leads in your CRM in sync with PQLs in your product.

🔍 View PQLs on LinkedIn

The first impulse when viewing a PQL is often to search for that person’s LinkedIn profile.

Reps can now see the LinkedIn profiles of top users and accounts with just one click. By using enrichment data and keyword search, Calixa quickly finds any user or company for you on LinkedIn to maximize rep productivity. 

🎯 Score PQAs using AI

ICYMI: our recent webinar covered how AI automates hours of data analysis in an instant. Ops and data teams no longer need to manually cobble together score criteria. Sales teams can see what activities make up the score and how to best take action on their PQAs.

Watch the recording below to learn:

  • The advantages of AI vs manual scoring
  • How AI models are trained in real-time to spot PQLs & PQAs
  • How to ensure a smooth rollout of AI scoring for your sales team

👉 Learn more about how AI scoring empowers reps.

✏️ Take the PLS survey

We’re surveying product-led companies to uncover exactly how they’re tackling & balancing selling into their self-serve funnel. 

See how your sales process compares to your peers 👉 Take the 3-min survey.

Your input makes it possible for us to answer tough questions like… 

  • What criteria make up your PQL or PQA score?
  • What % increase have you seen in oppty conversion with PQLs?
  • How do your sales reps access product data today? 

🙌 Product-Led Sales tactics 

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

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. ✌️

Missed our latest product updates?

Read April here 👈

Read February here 👈

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

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Joanna Huang

June 9, 2023
·
 min read

Continuous learning (not enablement) is key to efficient & effective selling

Learn the fundamentals of sales enablement.

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May 30, 2023
·
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Advice for Sales

The Ultimate Guide to Sales Plays | 6 Plays You Should Be Using

Sale Plays operationalize the outreach process based on specific product events. We've put together 6 essential Plays that your sales-assist team needs to start running.

Fred Melanson

May 18, 2023
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Product Updates

Product Updates: March 2023

Take CRM automations to the next level by syncing additional PQL insights. Optimize the prospecting workflow by jumping from Calixa to LinkedIn in one click.

Joanna Huang
|
Product Marketer
|
Calixa
High Intent Logo

Your PLG roundup in 5 minutes.

April 7, 2023
ReadTime

Hope you had a great end of quarter! At Calixa we’ve had another exciting month – and really appreciate the customer love in this video ❤️ Check out what our team was up to.

🔁 Sync additional lead fields into your CRM

Calixa gives you fine-grained control over which signups to push into the CRM. Now you can add or remove any fields you send along, including:

  • Lead source
  • Onboarding use case (e.g. personal, business)
  • User activation metrics (e.g. paywalls hit)
  • Workspace name

…and much more! Enable your sales team to move faster by keeping leads in your CRM in sync with PQLs in your product.

🔍 View PQLs on LinkedIn

The first impulse when viewing a PQL is often to search for that person’s LinkedIn profile.

Reps can now see the LinkedIn profiles of top users and accounts with just one click. By using enrichment data and keyword search, Calixa quickly finds any user or company for you on LinkedIn to maximize rep productivity. 

🎯 Score PQAs using AI

ICYMI: our recent webinar covered how AI automates hours of data analysis in an instant. Ops and data teams no longer need to manually cobble together score criteria. Sales teams can see what activities make up the score and how to best take action on their PQAs.

Watch the recording below to learn:

  • The advantages of AI vs manual scoring
  • How AI models are trained in real-time to spot PQLs & PQAs
  • How to ensure a smooth rollout of AI scoring for your sales team

👉 Learn more about how AI scoring empowers reps.

✏️ Take the PLS survey

We’re surveying product-led companies to uncover exactly how they’re tackling & balancing selling into their self-serve funnel. 

See how your sales process compares to your peers 👉 Take the 3-min survey.

Your input makes it possible for us to answer tough questions like… 

  • What criteria make up your PQL or PQA score?
  • What % increase have you seen in oppty conversion with PQLs?
  • How do your sales reps access product data today? 

🙌 Product-Led Sales tactics 

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

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. ✌️

Missed our latest product updates?

Read April here 👈

Read February here 👈

Joanna Huang

Product Marketer

,

Calixa

Joanna is interested in how product-led growth impacts the future of B2B companies. She's launched various marketing initiatives at Workato, TIBCO, and Madrona Venture Group. She joined Calixa after researching tools to combine product and sales insights for her everyday work.

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