CRM glossary
What is Next best action?
An AI-recommended next step for a specific relationship, chosen to maximize the chance of a good outcome.
Definition
Next best action: An AI-recommended next step for a specific relationship, chosen to maximize the chance of a good outcome.
Example
“Call Rachel today — she reopened the proposal last night and her contract renews in 30 days.”
Why it matters
It turns data into a decision.
Next best action in MagicWand
Promises™ ranks next best actions across all channels.