Workbase Live

Closed-lost reengagement

Summary

Buyer wants to re-engage in 6 months after choosing a POC with another vendor

Business Impact

A high-intent source of leads. Many closed-lost opportunities can become good prospects once a customer is up for renewal. This is a common practice for many sales orgs.

Integrations

Salesforce

Slack

Tables

Tables are data pulled from your integrations

Account

This stores a record for each account

This stores each emails that is synced into Salesforce

Relationships

Relationships allow you to relate your different sources of data

belongs to

Account

when

AccountId

matches

Formulas

Formulas are used to run calculations on your data

emails_last_three_months	number of emails in the last three months
	COUNT(FILTER(emails, 'ReceivedAt__c', 'is after', TODAY(-3, 'months')))
emails_last_year	number of emails between 12 and 24 months ago
	COUNT(FILTER(emails, 'ReceivedAt__c', 'is before', TODAY(-12, 'months'), 'ReceivedAt__c', 'is after',TODAY(-24, 'months')))

Triggers

Triggers are a set of conditions that set a Workbook into play

Set a reminder for an account when engagement has fallen in the last three months.

where
emails_last_three_months
<
3

and
emails_last_year
>
10

Actions

Actions are events that take place once a Workbook is triggered

Send a message via slack to reengage.

{{Name}} has low engangement in the past three months.

Write Backs

Write backs are used to sync a value back to a field from your data