Marketing
Journey Automation

Automate journeys from first touch to lifelong loyalty

Design, launch, and optimize cross-channel journeys that adapt to each customer in real time. Turn insights into actions with automations that nudge buyers forward and keep teams coordinated.
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A clean UI showing a dashboard with various KPI reports and filters for reps and segments.

See and improve the entire journey

Map every stage from acquisition to renewal and visualize where prospects stall. Use data-driven guardrails to prioritize fixes and continually raise conversion across key steps.

Spot drop-offs fast

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  • Visualize leaks by channel, segment, and stage.
  • Drill into contributing pages, messages, and forms.
  • Set alerts when abandonment spikes beyond thresholds.
A clean UI showing a sales pipeline with actionable playbooks, call insights, and forecast reports.

Align teams on next best action

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Translate insights into coordinated tasks for marketing, sales, and service. Automations assign owners, create follow-ups, and surface context so handoffs never break momentum.

A dashboard showing call analytics, talk ratios, topics, call snippets, and scorecards for coaching and evaluation.

Improve with test-and-learn

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Audience experiments

Compare variants of timing, content, and channel.

Goal-based paths

Route engaged users to shorter sequences.

Rollouts

Promote winning flows without disrupting live traffic.

A dashboard showing sales pipelines, team goals, and revenue forecasts with clear progress tracking and risk alerts.

Measure outcomes that matter

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  • Track lift in conversion, velocity, and retention.
  • Attribute revenue to journey steps and automations.
  • Share dashboards with stakeholders for accountability.
Dashboards with activity, quota, and territory views showing team and rep performance, alerts, and balanced coverage.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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Related features

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Customer Journey Orchestration

Automate, optimize, and personalize experiences at scale for improved conversions.
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Marketing Automation

Spend less time on busy work by automating email campaigns, lead scoring, and more.
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Workflows

Automate tasks and customer communications with intelligent workflows that trigger based on customer behavior.
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Personalization

Manage website personalization with unified tools that scale tailored content and boost conversions.

Campaigns

View, manage, and act on campaign priorities directly within your marketing software.
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Pathfinder

Analyze your customer journey data to pinpoint where visitors are ready to convert, so you can place the right touchpoints at the moments that matter most.
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