Product & Innovation
How does automated email and website tracking work in a CRM?
Answered independently in 1 episodes. Every line below is verbatim from the transcript, timestamped to the moment it was said.
The short answer
What the archive says
01Salesflare's 'workflows' feature lets you build triggers or filter an audience from your CRM data and send automated, personalized emails from your own mailbox — as single sends, sequences, or branching non-linear paths. source →
02Every email sent through Salesflare or via its Gmail/Outlook sidebar is pixel- and link-tracked, and clicks tie a visitor's website page views back to that contact's timeline automatically. source →
In their words
What was actually said
So it always turned out to be a mess. And then we figured that actually this information that we were always putting into the serums was information that was already existed in some system. And if we would just connect all these systems up, we would create an automated serum that automatically feeds you the information available in emails, meetings, calls, email signatures, social media, email tracking, web tracking, you know, a system that pulls that all together.
The episodes