Product Updates

Product Updates: May 2023

May was a great month! We made it easier to set up rep alerts – including a way to create alerts from Views. Outreach users can also see their existing prospects in one click.

Joanna Huang

June 9, 2023

min read

Alerts help sales reps proactively engage with their top accounts. Check out how Calixa's team has improved alerting (and more) this past month.

💥 Create an Alert from a View

Found interesting users or accounts from a View? Create a rep alert to keep tabs on them. The alert will conveniently remember your current View filters.

Jump into Views to try it out.

🔔 Duplicate an Alert

Duplicating alerts comes in handy when you have multiple segments or territories. For example, your team can route the same type of alert to NORAM and EMEA Slack channels.

Head over to your Alerts to get started.

👀 View Prospects in Outreach

We’ve continued to streamline rep workflows on the Outreach integration. In addition to adding a prospect into a sequence, Calixa now offers a quick way to view that prospect in Outreach. This action is available from any of your Views.

🙌 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. ✌️