Tell deal owners when a buyer views pricing

What this workflow does

When someone at an account with an open deal views your pricing page, it adds a note to the CRM and gives the deal owner a same-day follow-up task.

Why it works. A pricing visit mid-deal usually means the buyer is building a business case, and that is when a rep can help most.

CRM notes write automatically. Nothing is sent to buyers.

How it works

It starts: When an identified visitor views a page.

1. 1

   Viewed your pricing page?

   If yes, it goes on to "Has an open deal?". If no, it stops for that person.

2. 2

   Has an open deal?

   If yes, it goes on to "Note the visit on the contact". If no, it stops for that person.

3. 3

   Note the visit on the contact

   Adds or updates the records in your CRM.

4. 4

   Same-day task for the owner

   Creates a follow-up task for the right person.

What you need

• TrafficID in your BrandWell plan
• Outreach in your BrandWell plan
• The TrafficID tag on your site
• Your CRM
• Outreach
• Pipeline sync

What it costs

Uses what is already in your plan. Nothing is charged per result.

• Assumes TrafficID is already enabled in your plan. Subscription fees are separate.
• Assumes Outreach is already enabled in your plan. Subscription fees are separate.
• Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.