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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
Management and Leadership may receive a signal when an opportunity moves out of the quarter. This assists in identifying and addressing issues that impact deal timelines, enhancing pipeline health, and supporting timely interventions

Deal Triage

Popular

Sales Leadership

Sales Team Management

This signal notifies a Sales Representative and a Manager when an opportunity progresses to a new stage without meeting the formal criteria set for that stage. This helps in adhering to consistent sales practices, ensuring accurate opportunity details, and supporting strategic decision-making

Individual Contributors

Sales Playbook Compliance

Sales Team Management

When there is no activity and communications detected on an Opportunity after stage change, a Sales Representative receives a signal. It helps to address incorrect CRM interaction and prevents Sales Representatives from simply changing the stages without actually doing any work on the opportunity. Management and Leadership can request to receive the signal for oversight on deals or Sales Representatives they want

Individual Contributors

Sales Playbook Compliance

Sales Team Management

This signal keeps a Sales Representative and Sales Manager informed about emails related to deals that haven't received communication from the sales team side. It aids in maintaining communication momentum, improving response times, and ensuring that potential deal risks due to communication gaps are minimized

Individual Contributors

Leakage Monitoring

Sales Team Management

This signal keeps a Sales Representative and Sales Manager informed about emails related to deals that haven't received replies. It aids in maintaining communication momentum, improving response times, and ensuring that potential deal risks due to communication gaps are minimized

Individual Contributors

Leakage Monitoring

Popular

Sales Team Management

This Signal alerts Sales Representative about newly assigned leads so that they can contact them ASAP

Individual Contributors

Sales Engagement Optimization

A Sales Representative and Manager receive a notification whenever a new email arrives from a contact associated with a high-priority or high-value sales opportunity. This signal allows focus and oversight on crucial communications related to significant deals, improving response times and client satisfaction

Individual Contributors

Pipeline Visibility and Transparency

Sales Team Management

Receive a notification when a new sales opportunity with a substantial potential deal size shows up in the CRM. This signal assists in promptly identifying high-value opportunities, enabling the sales leadership and management to pay special attention and strategize accordingly to increase the win rate

CRO

Pipeline Visibility and Transparency

Sales Leadership

Sales Team Management

The system sends a signal to a BDR to engage with unprocessed leads after a specified number of silent hours to improve lead generation. Management and Leadership can request to receive this signal for oversight of specific leads or BDRs

Individual Contributors

Sales Engagement Optimization

Sales Team Management

To ensure that decision-makers are included in important meetings, a signal notifies a Sales Representative when a decision-maker is not invited, fostering effective communication. The Sales Director can request to get this signal for oversight of playbook implementation on specific deals, or specific individuals or teams

Deal Risk Mitigation

Individual Contributors

Sales Team Management

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