SaaS outbound that branches on the call, not the email open
Adoptiv runs the SDR floor, the AE demo and the renewal save call on one system. The call, the text and the email are steps on one canvas, and the branch after them reads the disposition the rep pressed.
Inside sales, SDR and BDR teams, AEs and customer success at B2B software companies.
Live call
Predictive · 2.4:1
- (628) 555-0102vm
- (917) 555-0173
- (415) 555-0148ring
- (312) 555-0190
- (206) 555-0117
Matched to Meridian Freight on the number, before the first ring reached a headset.
- Campaign
- Q3 renewals · list 4 of 6
- Caller ID
- +1 (628) 555-0102 · local presence
- Pacing
- Predictive 2.4:1 · cap 2.9%
- Screened
- Federal DNC · litigator · calling window
- Last call
- 12 days ago · 6m 20s · Interested
- Open deal
- $48,000 · closes Aug 30
Answer, decline or open the record from the bar in the header. Every control for a live call is up there and nowhere else.
Four things that cost you on this kind of floor.
Each answer is a mechanism with its own page, not a promise. Follow any of them if you want to see it working.
Your sequencer branches on opens and clicks. It cannot see that the rep hit a gatekeeper or that the contact left for a competitor, so step four goes out anyway.
One disposition code drives 26 CRM behaviours, and Branch Logic reads that code, so a wrong number ends the cadence and a referral opens one on the person named. The text is a step beside the email and the call task, and a reply arrives beside the calls.
Six to ten people sign off on a mid-market deal, and your pipeline shows one contact on each. When the champion goes quiet, so does the forecast.
Calls disposition against the deal itself, so the timeline shows who on the committee has been reached and a saved view flags single-threaded deals. Listen, whisper and barge let a solutions engineer feed the AE an answer mid-call, unheard by the buyer.
Outbound-sourced demos are the ones that no-show. The AE joins cold, re-runs the discovery the SDR already did, and the prospect answers the same questions twice.
Call Summaries put the SDR's qualifying call in front of the AE before the demo opens, objections and intent already tagged. A sequence step texts the joining link that morning, and smart caller ID dials from the number that account has answered before.
Your product knows a trial hit activation, or that usage fell off ninety days before renewal. The signal lands in a Slack channel and nobody dials it.
Inbound webhooks take the event from your own product, auto-enrolment opens a sequence with a call task at the top, and skills-based routing puts the return call with a rep who knows that tier. VIP priority routing moves named renewal accounts up the queue.
Pipeline missed and the review opens with dials, connects and meetings booked. None of it says which competitor keeps coming up or which objection killed the quarter.
Intent detection and sentiment land on the record from the call itself, so the objection raised and the competitor named are data rather than a rep's recollection. Pivot tables cut those by segment and by rep, and a shared dashboard puts them beside pipeline.
Your security review will ask for SOC 2 before it asks for pricing. That audit is in progress, not complete, and the security page says so plainly rather than leaving you to find out in diligence. Read it before you evaluate.
Not quite your shape?
SaaS & technology
Run it against a saas & technology list.
Bring one campaign and one number. We will stand up the parts on this page live, your sequencer branches on opens and clicks. it cannot see that the rep hit a gatekeeper or that the contact left for a competitor, so step four goes out anyway included.
14-day trial · no card · migration included