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Revenue Signals Library

Revenue Signals turn your sales data into actionable alerts. Browse the library to get an idea of how Signals could help
automate and optimize your sales processes

Category
Who gets such signal
Summary of the most successful sequences
This signal assists in identifying the most engaging sales sequences, enabling optimization of engagement strategies

Individual Contributors

Sales Engagement Optimization

Sales Team Management

Summary of overdue tasks
Sales Representatives and Sales Team Managers receive regular summaries of overdue tasks of opportunities, helping them adhere to consistent practices and ensure optimal team performance

Individual Contributors

Sales Playbook Compliance

Sales Team Management

Summary of all open opportunities this month
An automated summary is provided once a month detailing all opportunities that remain open, aiding in monitoring ongoing deals and facilitating strategy

Individual Contributors

Pipeline Visibility and Transparency

Sales Leadership

Sales Team Management

Reply to your lead
A Signal system prompts a BDR to reply to leads they might have forgotten, maintaining engagement with prospects. Signal may be escalated to a Manager is ignored

Individual Contributors

Sales Engagement Optimization

Renewal date is in # days
Sales Representatives receive notifications about upcoming contract renewals, allowing them to prepare and negotiate effectively, thus maximizing the chances of securing renewals

Deal Risk Mitigation

Individual Contributors

Sales Team Management

Reminder to follow up on today’s meeting
A Sales Representative receives reminders to follow up with contacts N hours after meetings, ensuring that critical post-meeting communication is not overlooked and enhancing overall deal negotiation. Management and Leadership might request to receive such signals for highly important deals when they find it necessary

Individual Contributors

Sales Playbook Compliance

Stage change alert
Sales Director receives notifications whenever an opportunity progresses to a specific stage in the sales pipeline. This allows them to stay informed about critical developments and take timely actions based on the stage transitions

CRO

Pipeline Visibility and Transparency

Sales Leadership

Stage has not changed for too long
If an opportunity exceeds the designated time threshold for a stage, the assigned Sales Representative or team receives an alert, prompting them to review and take necessary actions to advance the deal. Leadership may receive the signal on filtered important deals for oversight

Deal Risk Mitigation

Individual Contributors

Sales Team Management

Opportunity is not multi-threaded
The signal informs Sales Manager and Sales Director about important opportunities in later stages that are not multi-threaded. Single-threaded opportunities indicate that the deal communication stagnates and that we might not be communicating with all the decision-makers, thus increasing deal risk

Deal Risk Mitigation

Sales Leadership

Sales Team Management

Opportunity has stalled
When there is no activity and communications detected on an Opportunity for a pre-configured time period, a Sales Representative receives a signal. It helps to address stale deals and prioritize combined efforts to help close the deal. Management and Leadership can request to receive the signal for oversight on specific filters

Individual Contributors

Leakage Monitoring

Sales Team Management

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