Identifying high-engagement contacts enables targeted follow-up, so sales teams can focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures that sales efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement that drives higher conversion rates and improves overall sales outcomes.

As a seller, you work with other sellers on the same account or opportunity. To win the deal, each seller follows a different but coordinated set of actions. You need to know which team members are working on the account or opportunity, the activities they're doing, and the sequences attached to that record. You need to be aware of changes to their accounts.

With this change, you can assign different sequences to different sellers for a particular record. You can guide multiple sellers to work together and win the deal. For example, assign one sequence to an account executive and another sequence to a solution architect while they both work on a target account. Sales team members can attach a sequence to a record even if they're not the owner of the record, and they can easily view details of any sequence.

As a sales professional, use the Up next widget for key interactive components within entity forms. The widget captures the set of steps you need to execute as part of any sequence workflow. It plays a critical role in guiding you toward the successful conclusion of a sales process.

The scope of the sequence category is expanding to include multiple sequences to bring more flexibility and allow multiple members of your team to work on a record simultaneously. The revamped Up next widget ensures a consistent and seamless user experience by providing you with the capability to view all the steps for an associated sequence in the context of a particular entity record. This experience includes both single and multiple sequences, so you can plan and execute tasks effectively.

As a seller, use sequences to track activities and perform actions. You can connect an existing sequence to a record or create a personalized sequence. Digital selling is a team activity where multiple sales team members work together to win a deal. For example, an account executive works on proposals while a solution architect helps with the implementation.

This feature helps you preview a sequence and see an overview of the sequence steps. You need the preview when you want to use or connect a sequence to a record. With this feature, team members can work together effectively and see details of the sequences that other team members follow for a shared account or opportunity.