An alert system monitors newly created records for missing information and ensures data integrity, notifying a Sales Representative, or their Manager and even Leader, when oversight is necessary. As a result, it is easier for the sales team to support consistent practices and optimal performance.
How organizations use it
Sales representatives are immediately notified with an "Incomplete Opportunity Information Alert" signal upon creation of a record with missing information.
If a sales representative neglects to address the alert within a 4-hour window, the signal taps their Sales Manager on the shoulder.
Furthermore, if a sales representative accumulates more than three escalated "Incomplete Opportunity Information Alert" signals within a single month, the pattern of persistent CRM hygiene violations is flagged to their Sales Director for appropriate intervention.
Why organizations use it
to ensure CRM is updated with important information