Avatar

Customer Success

  • Total activity 54
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 6

Activity overview

Latest activity by Customer Success
  • Customer Success created an article,

    Create your first pitch for calls

    Pitches are those plans you create and follow in order to get new potential customers. They are so important and that's why Bloobirds allows you to create and manage as many as you want, being able...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    The Bloobirds built-integration for Salesforce

    Here we offer you a guide about how to do a correct integration between Bloobirds and Salesforce. This document displays the whole process: the native integration activation, inbound, outbound...  ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Reschedule a meeting

    Did you know you can reschedule both meetings and contact before meeting tasks simultaneously? Check this article out so you can learn how to do it!   Take into account that you must have select...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Lead Based

    What is it? The possibility of working with the lead object. As you can manage two different objects (company and lead), there is a dependency or interrelation between them and their cadences.   Ho...

    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Bloobirds prospecting models

    Bloobirds allows you the three prospecting models. Account-based: The same way we did it until now.   Lead-based: Now you can have a cadence per lead without needing a company, you can directly ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Connect your Outlook account

    What is it? Bloobirds synchronizes all the emails sent (outgoing) and received (incoming) from registered leads. You can synchronize more than one email account for the same user. In this article y...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Bloobirds to Salesforce native integration sync settings

    What is it? Bloobirds has native integration with Salesforce with a user interface that allows you to track progress and configure the setup. Before starting to configure your Salesforce native int...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Reschedule individual steps or cadences

    You can postpone individual cadence steps or the whole cadence in case you've marked the reschedulable tasks option while creating a cadence or while editing its settings. To reschedule a step, fo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    Email Automation

    While creating your cadences, now you can add an auto-email.  You’ll need to:   - Indicate which day you want the step to run. - Indicate WHEN you want to send the email.   A. During determined ho...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Customer Success created an article,

    JustCall user settings

    Click on your user name and then select User settings. Specifically, go to Phone. On top you'll see the options you have to set a dialer by default. In this case, JustCall. Then, mark If you wan...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes