Cubic Compass Software

New in i-Dialogue v 6.4.7 is a feature called "Actionable Events".

Actionable Events (AEs) are web interactions that automatically trigger follow-up tasks in Salesforce. For example, a web lead may subscribe to a newsletter and passively monitor emails for several months. Then one day the Lead responds to a newsletter by clicking on a link to a white paper and does some serious research on the web site.

The next day a Sales rep calls the Lead and asks them if they can answer any questions regarding a particular product. The customer will think the sales reps timing is perfect and relevant.

This scenario is accomplished by editing an i-Dialogue portal object in Salesforce and selecting the "All Download Events Are Actionable" checkbox and defining the trigger count and default Task fields.

i-Dialogue will auto-create and dynamically assign tasks for each Lead or Contacts based on OwnerId.

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Posted: Tuesday, September 19, 2006 1:19:47 AM (GMT Standard Time, UTC+00:00)  #   
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