Latest Updates To Pinnacle Ai CRM

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Connect On Key Press Added To Call New Feature: Connect Workflow Action

March 06, 20241 min read

Imagine a small business owner managing a sales team using The CRM. With the Call Connect on Key Press Toggle, sales agents can effortlessly initiate calls with leads, ensuring no opportunity is missed and enhancing the overall efficiency of the sales process.

Connect On Key Press Added To Call Connect Workflow Action: This new feature enables seamless connection between salespersons and leads through automated call initiation upon key press, enhancing efficiency and ensuring timely client engagement.


⭐️ Why Does It Matter To Your Business?

  • Instant Connection: Easily connect with leads by simply pressing a key, eliminating the need for manual dialing and streamlining the communication process.

    Enhanced Sales Workflow: Boost sales productivity by automating call initiation, ensuring that every lead receives prompt attention without the hassle of manual intervention.

    Improved Lead Engagement: Increase lead engagement rates by facilitating immediate connection, providing a personalized touch, and fostering stronger client relationships.

⭐️ How To Use Connect On Key Action On Workflow:

  1. Access the Automation tab from the left navigation menu, select Workflows from the upper navigation menu, and click on “+Create Workflow” or edit an existing one.

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  2. Start with a blank or use a template from the library.

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  3. Select the “Call” action from the actions list.

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  4. Access the Advanced settings in the Call action.

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  5. Here you can see the newly added toggle for "Connect Call After Keypress." Turn the toggle on to enable the feature.

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    The Call Connect on Key Press Toggle feature empowers you to streamline lead engagement by automating call initiation, thereby enhancing sales productivity and strengthening client relationships.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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