Sales PLAYBOOK AUTOMATION

Upsell & expand your best potential accounts

Don’t let prospects fall through the cracks. Alert your team in real-time to important account milestones and key behavior changes. Make sure your team follows up at the right time with the right message.

Join the Waitlist

Book a meeting with a growth specialist

There are big deals trapped
in your self-serve funnel

Your existing accounts are your biggest untapped revenue potential.
But with so many signups, who does Sales talk to?

Build dynamic product-qualified lead lists

Intempt helps to segment your customers based on who they are and what they are doing in your product. Monitor your entire user base to catch every opportunity.

Customer 360 dashboard

Give your team a complete picture of what accounts are doing and who the key users are. Use this context to build relationships with accounts and drive sales conversations.

Keep a pulse on your best PQLs

Save prioritized Lists with all your best Accounts. Always know what your customers are doing and how to best reach out to them.

Leverage playbooks to delight and convert

Automatically route your users (PQLs) to the playbook most likely to provide a meaningful, relevant engagement. Nurture leads who aren’t quite ready and convert leads who are ready to buy.

Apply flexible trigger criteria

Use any custom condition to trigger Playbooks that will get surfaced on your Inbox view.

Route leads to the right team in real-time

Arm your SDR, Sales and CS teams with insights as to why they should reach out to specific users or accounts.

Streamline workflow automation

Operate your GTM motion at scale by automating Sales and Marketing workflows. Make sure reps are focused on high value tasks rather than manual busywork.

Integrate with your stack

Use our Hubspot and Slack integrations to streamline your operations across your whole stack - get alerted and create tasks on the fly.

Take direct action

Ditch the guesswork with clear instructions for the next best action that can be taken in one click directly from your Inbox.

Manage your Product-Led Strategy
from start to finish

Arm your Sales teams with insights as to why they should reach out to specific users or accounts.
Get clear, actionable insights and the best playbooks for each type of lead.

Inbox

Access all alerts and notifications triggered within the project in a single place.

Playbooks

Build advanced qualification criteria to notify sales reps if an immediate action needs to be taken.

User & Account lists

Create prioritized lists of your top leads and accounts - based on customizable filtering criteria.

AI scoring

Predict conversion or churn probability through ML analysis of product usage patterns and other indicators.

Lead capture

Capture leads from all sources – website, Hubspot, lead forms – onto one platform with zero leakage.

Reports

See key conversion indicators, insights on power users, and decision makers to effectively customize outreach.

Inbox

Access all alerts and notifications triggered within the project in a single place.

Engagement scoring

Score a lead’s engagement in real-time based on actions they take. Auto-qualify based on the continuously updating score.

Lead capture

Capture leads from all sources – website, Facebook, Google, lead providers, referrals – onto one platform with zero leakage.

Account reports

Create custom reports to get deeper insights into your ROI combining lead’s behavioral, transactional, and demographic data.

Playbooks

Build advanced qualification criteria to notify sales reps if an immediate action needs to be taken.

Journey builder

Create multiple cross-channel flows for each stage of the customer lifecycle. String them together for a fully automated engagement workflow.

Pre-built templates for fast setup

Intempt has taken the guess work out of creating perfectly timed customer Journeys and data-rich Growth boards.

Visit our library to install one of our pre-built templates for sales & marketing inspiration.

View templates