Meet the New Trigify: Account-First Signals, New Interface & More

​Your CRM can tell you who an account is, who owns it, and what happened in the last conversation. It rarely gives your team one clear place to see which accounts deserve attention now and why.

​Trigify is changing that workflow.

​Join Piers Montgomery and Max Mitcham for an advance first look at the redesigned Trigify and a guided walkthrough of the account-first Signals workflow currently being prepared for release. You’ll see how CRM accounts and connected sources can feed a ranked account workspace, how Trigify brings the evidence around an account together, and how a team can move from activity to a useful next step.

​We’ll walk through:

• ​How the redesigned Trigify makes complex signal work easier to navigate

• ​How account-first Signals changes the unit of work from isolated profiles and events to prioritised accounts

• ​How CRM and other connected sources can contribute context and evidence

• ​How the account roster and dossier help a team investigate what changed and why

• ​How to map watch, investigate, route, and act rules for your own team

• ​Where human judgement still matters before anyone acts

​You’ll also get the CRM-to-Signals Operating Map, a one-page framework for mapping account context, evidence sources, decision rules, human checkpoints, and the decisions your team records in the CRM.

​Can’t join live? Register and we’ll send the recording if a replay is approved after the session.

​Thursday 13 August, 16:00 Europe/London. 45 minutes, including live Q&A.