<aside> 🌟 New updates and improvements to Userled.

</aside>

Nov 25, 2024

Syncing LinkedIn Data to your CRM

We're excited to introduce a new feature that automatically pushes your LinkedIn ad engagement data to your CRM. This update streamlines your workflow by ensuring that interactions with your LinkedIn ads are instantly captured and available in your CRM, helping you track leads and optimize campaigns more effectively.

Follow these steps to get started.

Screenshot 2024-11-25 at 17.31.43.png

Salesforce Reports now Live!

You can now use Salesforce Reports to target audiences in Userled, making campaign generation more seamless than ever before.

https://www.loom.com/share/5779585c4a714f448ea2660293c28a23?sid=1dd16d3a-4d79-4c42-8a25-c70a1df6c30d

Nov 13, 2024

🔔 Slack Notifications v2

Slack notifications got a serious upgrade this cycle, making pushing alerts to your Sales team easier and more valuable than ever. See what’s new below:

  1. Session Grouping:
    1. All activity in a session is now summarized, providing a clear overview of a visitor’s journey and engagement time.
  2. Alert Categories:
    1. New Prospect: Visitor's company isn't in your CRM.
    2. Prospect Activity: Visitor is part of an existing CRM account.
    3. Deal Activity: Visitor is associated with a CRM account and deal.
  3. Enrichment:
    1. Direct links to CRM objects (account, contact, deal) where relevant.
    2. Display of deal value and close date (when available).
    3. Links to the prospect's website and contact info (name, email, phone) when available.
    4. New Prospect Enrichment: Company size, location, website, LinkedIn, and annual revenue.
  4. Improved Experience:
    1. Mentioning account or deal owners dynamically.
    2. Clear indication of matched vs. new audiences.
    3. Search and select Slack channels when creating alerts.
    4. Select multiple channels and direct message users when setting alerts.
    5. Streamlined user interface.

📋 View Full Hierarchy + Tabbed Sidebar

You can now expect more intuitive management of assets with a refreshed design. Available only on landing page assets.