For CEOs: Prioritize outreach to recent product users

Sales reps miss active users when walkthrough activity isn't in CRM, letting warm prospects go cold. Enrich CRM with recent walkthrough dates and totals so reps can prioritize outreach.

Overview

Missing recent product engagement lets warm prospects slip away and stalls quota attainment. This workflow keeps CRM contacts enriched with walkthrough timestamps and counts so reps focus on the hottest users, driving faster response times and zero missed follow-ups.

Notable Features

Add walkthrough timestamps to CRM
Flag hot leads for reps
Notify reps of recent engagement