Introducing the newest Revenue Grid features and improvements this Fall: brand-new pipeline evolution reports,
enhanced Signals Builder for effortless management of your sales process, multi-ownership of sequences, and much more
Bring unique visibility to your sales pipeline for more predictable revenue. Pipeline evolution reports allow sales leaders to see the pipeline growth during a selected period.
Create your own Revenue Signals from scratch without any coding for Accounts, Contacts, Leads, or Opportunities. Easily customize them to your Salesforce workflow without developers’ assistance. See core Signals examples for each team member below:
Use contextual Revenue Signals to create unique sales strategies or coaching recommendations for any sales contributor.
Access the entire Signals ecosystem within the Email Sidebar. Create, manage and dismiss Signals for any Salesforce object, email or event.
Add different owners for separate steps in the same sequence to maximize your sales team’s nurturing efforts.
Help your team optimize their nurturing efforts with new enhancements in the Engagement Planner.
Easily manage your centralized sync settings and adapt them to your sales org’s requirements.
Manage new default settings to customize meetings scheduling to the way you work.
Mark a sync issue as dismissed and do not show it to the user even if it remains within a sync scope
Remove the issue from the sync scope if
it is not resolved by the end of the set expiration date
each specific sync case occurred for the first time