Experience the next level of revenue transformation with our Fall 2023 Release. Designed in response to your valuable input, this vibrant update to Revenue Grid aims to reshape your revenue journey and boost your business success. Join us in exploring these innovative features, each created to provide you with tools for advanced control, insights, and growth.
With the support of custom Forecast Types, you and your sales team can analyze and submit forecasts for each configured type individually. Ensure forecasting tailored to your unique business needs, including the retrieval of quotas and the ability to submit adjusted forecasts for each type separately.
Elevate decision-making with the enhanced Forecast Chart. Analyze forecasts from various angles, view all fiscal quarters together, and switch display modes for tailored insights. Incorporate manager-adjusted values and actionable Signals for a precise and flexible forecasting process. Stay alert to potential revenue leakage and enable swift strategy adjustments or team coaching
Get from Forecast Chart to Pipeline Evolution Report in one click to recognize critical changes and understand the driving forces behind your forecasting. This enhancement takes data analysis to the next level, facilitating more informed and strategic decision-making.
Gain insight into an opportunity’s progress by accessing the complete history of action items.
Easily track historical changes in the opportunity amount, stage, and close date.
Leave both public and private notes about opportunities directly on the Opportunities page.
Gain critical insights into your prospects through Salesforce Lead and Contact records from the most recent sequences. By better tracking and understanding your prospect engagement, you can effortlessly streamline the sales process.
Enhance your workflow with the automatic synchronization of Twilio calls to Salesforce. Now, all your Twilio calls made through our platform are effortlessly logged as Tasks in Salesforce, complete with a date-linked call record.
Add prospects to a desired sequence while automatically stopping all other sequences for them.
Admins can now auto-dismiss notifications and to-do items for streamlined organization and better prospect outreach.
Easily craft any sequence steps with our newly revamped steps creation dialog.
With this new enhancement in the scheduling process the phone number provided on the “Book Me” confirmation page is automatically saved to the corresponding Salesforce record.
Preselect specific file types in the Email Sidebar save dialog, enabling quicker and more efficient file management.
Use the new “Manual/Not manual” option in the Signal feed to quickly find the Signal type you’re looking for.
You can find out who created a signal by just clicking on a specific icon.