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Voice campaign intelligence

Voice Campaigns That Uncover Real Intent

Nudgy helps marketing and revenue teams turn CRM lists into live conversations. Connect HubSpot or Salesforce, choose an audience, launch AI-led voice campaigns, and write structured outcomes back into your revenue workflow.

Book a callSee an example play
app.nudgy.dev/campaigns

Pick a CRM audience

Webinar attendeesClosed-lost (90d)Renewal in Q2Tier-1 ABM contacts

Tell Nudgy what to learn

  • · Intent and timing
  • · Real blockers
  • · Owner-ready next step

Writes back to CRM

contact.intent = active

owner.task = "Follow up Wed 3pm"

Synced to HubSpot
The short version

What You Can Run With Nudgy

Each play starts from a CRM audience, a clear learning goal, and the outcomes your team needs in HubSpot, Salesforce, or the workflows you already run.

How a play works
  • 1Pick a CRM list you already trust.
  • 2Tell Nudgy what you want to learn from those people.
  • 3Nudgy calls, qualifies, and writes structured notes.
  • 4HubSpot or Salesforce gets clean fields, tasks, and owner alerts.
Plays you can run

Seven campaigns. One operating loop.

Each play starts from a CRM audience you already trust, runs voice calls with a clear learning goal, and writes the result back to HubSpot or Salesforce.

Event and Webinar Follow-Up

Call attendees after events or webinars to understand why they joined, what they care about, and whether they are worth routing to sales.

Open the play

Closed-Lost Intelligence

Call stalled or closed-lost opportunities to uncover real blockers, competitor context, timing, and reactivation potential.

Open the play

Customer Voice Research

Run structured voice conversations with customers to capture feedback, product insights, adoption blockers, and customer language.

Open the play

ABM Intent Discovery

Speak with contacts across target accounts to understand active initiatives, buying roles, urgency, and account-level intent.

Open the play

Expansion and Renewal Signals

Check in with customers before renewal or expansion moments to identify risk, sentiment, support needs, and growth opportunities.

Open the play

Message Testing

Use voice conversations to learn what campaign messaging people understood, what confused them, and what resonated.

Open the play

Partner and Channel Activation

Activate partners, affiliates, resellers, or ecosystem contacts by uncovering interest, blockers, and enablement needs.

Open the play
See the CRM workflowRead the AutoDoc case study
Why this matters

Your CRM Knows Who Engaged. It Does Not Know Why.

Marketing teams can see who opened, clicked, registered, downloaded, attended, or visited. Those signals are useful, but they are incomplete.

They do not explain why someone engaged, what problem they are trying to solve, what is blocking action, or whether a human should follow up.

Nudgy adds a conversational layer between campaign engagement and revenue action.

How voice campaigns run

One simple loop

Every play uses the same five-step loop. Setup is one call with your team.

  1. 01Step 1

    Connect your CRM

    Pull in lists, contacts, accounts, deals, lifecycle stages, campaign members, or segments.

  2. 02Step 2

    Choose the audience

    Select who Nudgy should call and why they are part of the campaign.

  3. 03Step 3

    Define what to learn

    Tell Nudgy what signals matter: pain, urgency, objections, timing, role, feedback, risk, or next step.

  4. 04Step 4

    Launch AI-led conversations

    Nudgy runs short voice conversations with clear guardrails, timing rules, and retry logic.

  5. 05Step 5

    Sync outcomes back

    Conversation summaries, structured fields, tasks, alerts, and next actions are written back into your workflow.

What gets measured

From call activity to campaign intelligence

Reporting stays tied to the goals you configure. These are the dimensions teams use to decide what deserves a follow-up, a nurture path, or an owner alert.

Meaningful conversation rate

Quality of completed dialogs versus attempts.

Positive intent rate

Share of conversations where follow-up is warranted.

Top objections

Repeated blockers surfaced across the audience.

Top pain themes

Problems buyers describe in their own words.

Buying stage

Research, evaluation, decision, or nurture fit.

Competitor mentions

Alternatives named during conversations.

Renewal risk

Signals from lifecycle and success check-ins.

Expansion signal

Teams, use cases, or seats worth exploring.

Sales-ready contacts

People flagged for owner follow-up.

Follow-up tasks created

CRM tasks tied to campaign outcomes.

CRM updates synced

Notes, properties, and campaign source preserved.

Structured signal

What Nudgy captures on every call

Structured signal your team can route, score, and report on without retyping notes.

  • Buyer intent and follow-up permission
  • Objections, risks, and competitor mentions
  • Pain themes in customer language
  • Timeline, role, and buying stage
  • Product feedback and feature gaps
  • Renewal or expansion signals
  • Recommended next-best actions
CRM writeback

What lands back in your CRM

Every conversation writes structured fields, notes, and tasks where your team already works. RevOps approves the field map before launch.

HubSpotSalesforceSlackWebhooks
app.nudgy.dev/sync/crm-writeback
Writeback fields
Synced
  • ·Structured notes and summaries on records
  • ·Tasks for account or lead owners
  • ·Property or status updates your team defines
  • ·Campaign source and attribution preserved
  • ·Tags for objections, themes, or segments
  • ·Triggers for nurture, sales, or success workflows

Field names depend on your HubSpot or Salesforce mapping.

Reporting view

What your team sees in the dashboard

One view per campaign with conversation quality, intent, top objections, and follow-up tasks created. Built for your weekly revenue review, not vanity charts.

Example previewNot a customer benchmark
app.nudgy.dev/campaigns/dashboard
Live campaign metrics
this week
  • Conversation quality and intent rate
  • Top objections and themes captured
  • Tasks and owner alerts created
  • CRM updates synced this week
Who this is for

Built for the teams that own pipeline

Demand gen, RevOps, product marketing, customer marketing, and sales development. Every team gets structured signal they can act on.

Demand Generation

Find out which campaign-engaged contacts are actually worth sales follow-up.

Product Marketing

Hear how buyers describe the problem, the message, the objection, and the category.

Lifecycle Marketing

Move contacts into the right next journey based on real conversational signals.

Customer Marketing

Identify expansion signals, case study candidates, referrals, and customer sentiment.

RevOps

Turn unstructured conversations into structured CRM data and workflow triggers.

Sales Development

Prioritize outreach based on actual intent, urgency, and next-step recommendations.

Why Nudgy is different

Not A Generic Voice Bot Builder

Nudgy is not built around asking users to design a phone bot from scratch.

It is built around campaigns. You start with an audience, a goal, and the information you need to learn.

Nudgy handles the conversation flow, captures structured outcomes, and syncs the result back to the CRM.

FAQ

Common questions

Quick answers RevOps and marketing leaders ask before booking a call.

What is a voice campaign?
A voice campaign is a coordinated set of AI-led phone conversations launched from a CRM audience. Each call is scoped to learn specific signals, then write structured outcomes back to your revenue stack.
How is Nudgy different from a voice agent builder?
Agent builders often start from a blank canvas. Nudgy starts from CRM lists, campaign goals, and the fields your team needs populated. The product path is audience, learning goal, conversation, structured capture, CRM writeback.
Who is Nudgy built for?
Marketing, demand gen, lifecycle, product marketing, customer marketing, RevOps, revenue teams, sales development leaders, and customer success teams who already live in HubSpot or Salesforce.
Can Nudgy connect to HubSpot or Salesforce?
Yes. HubSpot and Salesforce are the primary CRM destinations for audiences and writeback. Other systems can participate through webhooks or integrations your team configures.
What kind of data does Nudgy write back?
Summaries, structured fields or tags, tasks for owners, lifecycle or status updates where appropriate, and campaign attribution so reporting stays honest.
Does Nudgy replace SDRs or customer success teams?
No. It helps those teams prioritize by adding conversational signal at campaign scale. Humans still own relationships, negotiation, and complex account work.
What campaign should a team start with?
Teams usually start with the motion where CRM lists are cleanest and the learning goal is narrow, such as webinar follow-up, closed-lost review, or a targeted ABM check-in.
Final step

Ready to run your first voice campaign?

Pick a CRM list you already trust, define what you want to learn, and let Nudgy turn voice conversations into structured CRM memory your team can use.

Book a callRead the AutoDoc case study
Nudgy

Voice campaign intelligence for B2B revenue teams. CRM-connected voice programs, structured signal extraction, and writeback to HubSpot or Salesforce.

Contact
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