FAQ

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21 articles in this collection
Written by Florent Quinti and Elisabeth Courland

Discover Salesmachine widget in Intercom !

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Written by Elisabeth Courland
Updated over a week ago

How to get the most out of Salesmachine with Intercom ?

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Written by Elisabeth Courland
Updated over a week ago

How to get the most out of workflows?

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Written by Elisabeth Courland
Updated over a week ago

Workflows - How to get the most out of emails

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Written by Elisabeth Courland
Updated over a week ago

How to get the most out of Hubspot Integration ?

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Written by Elisabeth Courland
Updated over a week ago

How to get the most out of Salesforce integration ?

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Written by Elisabeth Courland
Updated over a week ago

Why is the heat map in customer profiles empty?

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Written by Elisabeth Courland
Updated over a week ago

How can I measure my team productivity?

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Written by Elisabeth Courland
Updated over a week ago

How to set up Sendgrid for Salesmachine?

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Written by Elisabeth Courland
Updated over a week ago

Why are my attributes not taken into account?

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Written by Elisabeth Courland
Updated over a week ago

How to log your daily activities in Salesmachine?

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Written by Elisabeth Courland
Updated over a week ago

How can I monitor my interactions with my client ?

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Written by Elisabeth Courland
Updated over a week ago

What the difference between Workflows and Playbooks?

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Written by Florent Quinti
Updated over a week ago

What will happen to your existing playbooks?

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Written by Elisabeth Courland
Updated over a week ago

How to save time in your customer success routine?

Check our tips to quickly identify your daily actions with your clients
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Written by Elisabeth Courland
Updated over a week ago

Use stages to manage your customer lifecycle

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Written by Elisabeth Courland
Updated over a week ago

What playbooks can I create?

Learn what kind of playbooks you can implement to onboard, retain and grow your customers.
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Written by Elisabeth Courland
Updated over a week ago

Customize your data with Data Management

Learn how to use Data Management
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Written by Elisabeth Courland
Updated over a week ago

What kind of segment can I build?

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Written by Elisabeth Courland
Updated over a week ago

Why are my Intercom attributes not updated in Salesmachine?

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Written by Elisabeth Courland
Updated over a week ago

Why are my contact events not pushed on the account level?

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Written by Elisabeth Courland
Updated over a week ago