For sales reps: send testimonials when deal status changes
For sales reps: send testimonials when deal status changes
Sales reps miss outreach when pipeline status stays at 'Send Testimonials', causing prospects to stall. Trigger testimonial emails on status change so reps re-engage prospects with social proof.
Overview
Missed testimonial outreach lets prospects go cold and gives competitors an opening. This workflow guarantees testimonial content lands when a rep flags 'Send Testimonials', turning social proof into timely re-engagement and fewer missed follow-ups. Sales leaders report faster re-engagement and cleaner activity records.
Notable Features
- Send testimonial emails on status change
- Add testimonial note to contact
- Attach PDF testimonials to messages