Streamline customer onboarding and start building loyalty from day one.
Let your AEs and CSMs to collaborate on a deal and transfer all knowledge by enabling them to exchange handoff notes.
Typically, upon closing a deal for an opportunity in pipeline, deal is handed over from AE to CSM teams. When a deal is won, Actioner notifies CSM team with deal details and suggested next steps in the #handoffs channel.
What goes wrong in the handoff? Most of the time it comes down to poor communication and lack of information. Actioner begins a whole new entrée of seamless collaboration between different teams, and aligning your CRM and Slack to work together. Handoff notifications improve the process by routing information from HubSpot to a conversational environment right when it is needed. Your AEs and CSMs can take actions immediately without switching context. They can view notes, create new tasks or pass handoff notes or update the deal's properties.
Typical results from using Actioner's Slack-first sales automation with HubSpot include more accurate forecasting, increased deal velocity, time savings, and greater visibility across your organization.
Deal property changed
This app is particularly designed for HubSpot, but you can easily adapt it to work with any other CRM with public APIs. Add a new connection for your tool, and update the actions and workflows accordingly.
You can use as many tools as you want with Actioner as long as they have public APIs. You can create new connections, actions, and workflows that send data from your own tools and combine them with the existing CRM app.
Yes! You can disable or delete the actions that you do not want to get notifications for.