How Customeer Used Buyer's Journey to Redefine Their Outreach

Klenty straightaway made a difference with consistent email deliverability. Customeer was now able to send and track emails from their own server, stagger emails at random intervals, and throttle email volume.

This ensured emails escaped the spam filters and landed in inboxes, critical for Outbound success.

What Customeer loved the most about Klenty, however, was the depth of automation the platform offered. With the Cadence Playbooks feature, they were able to finally implement their 3-stage strategic approach at scale.

"Klenty manages all our Deal Stages in Pipedrive with its native integration”

Initially, Patricia used Klenty’s native Pipedrive Integration to auto-import contacts. Then, she set up automation triggers inside the Playbooks feature based on the prospect’s Intent Signals.

When prospects were imported into Pipedrive, a cadence auto-started from Klenty. As soon as prospects displayed intent, the trigger was activated. The Playbook snapped to life. These high-intent prospects were automatically launched into a new, personalized cadence.

In the meantime, the prospects who didn't show interest would continue to receive automated touches, building intent in the background.

Every time prospects fulfilled the Trigger conditions, they moved seamlessly into relevant cadences for the Unaware, Aware and Interested stages until they said ‘Yes’ to a meeting.

This ensured Customeer smartly focused on their most interested prospects, while automating low-impact work. The result? Customeer's reps scaled their meetings booked to 5 per week without taking on additional workload.