How to manage my pipeline with AI?
Information
This help center is dedicated to the new version of our software, Sarbacane Suite. Users of the previous version, Sarbacane Sunrise, can find here the help center associated with that version of the software.
The concept is straightforward: depending on the tone of your prospects' responses in Sarbacane Engage, automatic actions can be executed within your opportunity pipeline.
Access the feature
Go to Sarbacane Engage, then click on "Integrations."
Select noCRM from the displayed list:
This screen will then appear (upon first loading, everything is unchecked):
Configure the feature
Four actions can be selected in Sarbacane Engage to automate the management of your opportunities, via the screen seen above:
- Move the noCRM opportunity if the Engage prospect responds positively.
- Add a link to the response obtained on the noCRM card if an Engage prospect responds positively.
- Change the status of the noCRM opportunity to 'To Do' if the Engage prospect responds positively.
- Cancel the noCRM opportunity if an Engage prospect responds negatively.
Need assistance using Sarbacane?
Our team answers all your questions by phone at +1 64 686 725 37, Monday to Friday, from 9:00 a.m. to 12:30 p.m. and from 2:00 p.m. to 6:00 p.m. (CET, Central European Time).
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