We are excited to share the latest updates to Revenue Grid that will help to grow your revenue faster than ever. We’ve listened to your feedback and made several enhancements to improve your experience with our software.
See where and why revenue leaks may happen within your pipeline at a glance with the Salesforce-native out-of-the-box Revenue Leaks Funnel. Help sales and RevOps teams to magically spot invisible revenue leaks, understand where they occur during the selected period, and measure the magnitude of the leaks happening across the pipeline.
Compare different fiscal periods in the forecast chart. Easily track important changes to forecasts and adjust your revenue projections accordingly.
Easily customize Revenue Signals to your sales workflow yourself without technical assistance. Use our Signals Builder to create custom signals of specific types and assign custom recipients to these signals. See examples of the custom signals for various recipient types below.
Gain insights on how your sales reps perform their daily tasks on prospects’ engagement. A sequence-related productivity report allows sales managers to see how team members work with their action items and coordinate their performance.
Search and add Salesforce contacts and/or leads to the sequence in several clicks
Set up “Prospect owner” as a step owner to the multi-owned sequence
Set up dates to stop all the sequence activities for a specific sequence owner
We’ve made some enhancements to the “Book Me” confirmation page so you can customize scheduling meetings to fit the way you work, save time and avoid errors.
Create events in Outlook with a specific “Categories” type field. Then instantly sync these events between Outlook and Salesforce calendars, assigning them to a certain field in Salesforce. Finally, create your own Revenue Signals to run individual workflow related to these categories. See an example below.
Such a workflow would work for all webinar leads in a specific marketing campaign processed by a sales team.
Apply complex rules for the synchronization of Contacts from Salesforce to Outlook
Assign “Archive” category to one-off events in Outlook, which are no longer synced to Salesforce
Instantly sync the list of a meeting’s attendees from Outlook to Salesforce and vice versa
Ignite your business growth with our Summer 2023 Release! Discover unprecedented forecasting flexibility, delve into advanced insights, and master the power of our streamlined Revenue Signals management.
Sales forecast cadences, brand-new forecast evolution reports, and other cool features in our Winter Release
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