Discussões de Customer Revenue Optimization (Cro) Software

1. Is there an option to embed a PDF fillable form? 2. Can a prepopulated email response be hyperlink to an automated email?

Using Ambition for years now, I am curious as to what kind of improvements will be made to too

I would like to see desktop notifications for: - account health status changed for account XYZ - renewals status for account XYZ is 123 - upsell opportunities for account XYZ

I'm interested in seeing if you guys will be implementing an update to Groove phone where we have the ability to set up a Voice mailbox system so that way clients can leave us messages and we can stay more on track with follow-ups!

I have tried scheduling emails on Groove, but I don't understand where they go. Like Gmail has a separate tab for Scheduled emails, does Groove have a similar setup?

like customer query solution tracking

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Can you represent partner relationships on an Org Chart within Squivr?

I am currently assigned as a CSM #2 on two clients. However, they are nowhere to be found in my client list. I still need to keep update with them just as if I was the Assigned CSM. Is there a way to place them on my client list?

One thing I am lacking is the ability to create a flow I can use every day. I would need some help merging an excellent report from Salesforce over to Groove.

Details on the tip and tricks

how can I track blind copy emails?

Im trying to figure out how to get a groove email in gmail. The labs/plugins for gmail aren't working for me, but my peers have a pretty green button under their gmail submit in gmail app.

We have an internal collaboration for our SDRs on how to create good prospecting emails, but I was wondering if you have plants to create something on Groove for that, sharing emails that have good opened and replied results.

I want to confirm if my email was opened or not yet

I'm looking to use Groove Scheduler for all of my future appointments, and for different stages through a students admissions process. I'm labeling the appointments accordingly, but I can't run Salesforce reports that show all the different appointments that a student has scheduled.

I currently have the scheduler set so that my availability is the same week in and week out - is it possible to change this so that I can have a more flexible availability?

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I work a lot on the road or from my phone. It would be nice to utilize groove in the app form or when I'm sending emails from my gmail, and still be able to track it.

I always neutral accent, I need valid subtitles or script for my calls, past calls also.

Dialer

Salesforce Integration

Calendar Sync

Email Sync

Groove.co

Dentro de mi compañía he pasado por 3 puestos. En dos de ellos he usado diferentes flows y templates. Me gustaría borrar mucho templates pero están ligados a un flow anterior. Debo borrar el flow para poder borrar el template, cierto? no hay otra opción?

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