What's New: 2024-08-15

This week, Kendall Johns shares updates that help you and your local business clients build tailored customer experiences for any audience.

NOW AVAILABLE: Sell Inbox Pro using new white-label assets

Inbox Pro turns website visitors into leads for your clients, delivering them straight into a centralized inbox where all leads and messages—whether from Facebook Messenger, Instagram, website forms, or SMS—are managed in one place.

We’re thrilled to offer new tools to help you promote and sell Inbox Pro. Head to Inbox Pro in Marketplace to find a white-label video advertisement, sales deck, demo guide, “get started” video, and a high-quality asset kit. Download now

Business App

[Automations] Automate and customize the sales process for leads captured via AI web chat with the “When Web Chat captures a lead” trigger. Add steps like creating a task to prompt direct follow up by a salesperson, adding the contact to drip campaigns sent via email, and follow on actions tailored to each lead’s engagement. Advanced Users can push this data out to their own platforms by using the "Send a webhook" action. Learn more
[CRM] Import Companies and Contacts to the CRM in a single upload. Indicate whether a column’s data should be applied to a Company or Contact record, and then map each column header to a Company or Contact field in your CRM. Learn more
[Inbox Pro] Sell Inbox Pro using new white-label assets. Head to
Partner Center > Marketplace > Inbox Pro > Screenshots & Files
to find a white-label video advertisement, sales deck, demo guide, “get started” video, and a high-quality asset kit. Download now

Platform

[Automations] Automate and customize the sales process for leads captured via AI web chat with the “When Web Chat captures a lead” trigger. Add steps like creating a task to prompt direct follow up by a salesperson, adding the contact to drip campaigns sent via email, and follow on actions tailored to each lead’s engagement. Advanced Users can push this data out to their own platforms by using the "Send a webhook" action. Learn more
[Billing & Payments] Set up Vendasta Payments with an existing Stripe account. Now available in early access. Learn more or comment here for early access!
[CRM] Import Companies and Contacts to the CRM in a single upload. Indicate whether a column’s data should be applied to a Company or Contact record, and then map each column header to a Company or Contact field in your CRM. Learn more
[CRM] Filter the Activity Feed by owner to review a team member’s work and follow up if needed. This is a great tool for sales leaders working to hit higher sales targets through implementing new processes and coaching their teams to improve sales practices.
Sign into Vendasta's Partner Center with your Microsoft account. Single sign on with Microsoft is especially valuable for teams using Outlook as their email solution.

Products

[Reputation Management] Set scheduling logic for automated review requests. Learn more
[Reputation Management] Request reviews from industry-specific sources. Learn more