New Releases, Best Practices & Company Updates
We've upgraded our activity feed for more stakeholder insights, launched deeper reporting and workflows for Hubspot as well as Salesforce, and made the mutual action plan milestone block much more interactive.
Read moreWe launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
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In one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
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Our API can save you hours. In this post, we'll delve into three practical use cases - enhancing sales efficiency, optimizing event lead conversion, and simplifying customer onboarding.
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30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
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Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.
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The B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.
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