Guided Selling Summer Release (V11)
Guided Selling just got easier and smarter. Version 11 delivers on‑the‑fly flexibility, lighter data footprints, and faster, more focused workflows — helping your team move faster, stay organized, and focus on what matters most.
What this means for you:
- Adapt in real time – Insert or remove steps in live sequences without disrupting reps.
- Act in the moment – Reps can create Quick Actions—one‑off Calls or Tasks—for any lead or contact, whether they’re in a sequence or not.
- See only what matters – Just‑in‑Time Action Creation eliminates clutter and accelerates load times.
- Trust your data – Activities automatically tie back to the opportunity or campaign that triggered them, giving you cleaner attribution.
Feature Highlights
- Just-in-Time Action Creation – Boosts performance and reliability by removing unnecessary records.
- More Precise Due Dates – Manual actions appear in Engage in near real time (on page refresh).
- Email AI Assistant (Revenue AI) – Drafts and refines personalized emails in seconds—powered by Revenue AI. Admin‑controlled enablement lets you decide when to activate AI for your team.
- Quick Actions – These ad hoc actions show up in Engage and help reps follow up in the moment, without needing to add a task or reminder outside of Guided Selling.
- Expanded Merge Fields – Personalize emails with data from Opportunities, Accounts, and any object related to your participants through standard or custom relationships.
- Improved Activity Association to Opportunities and Campaigns – Engagement that is easier to trace back to revenue.
- Mid-Sequence Edits – Adjust live sequences by inserting or removing steps to keep reps on track and adapt sequences to new strategies and updates.
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