Co-Pilot or Autopilot: How Will AI Change Sales Cycles? Join our Live Event >>

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
An alert system monitors newly created records for missing information and ensures data integrity, notifying a Sales Representative, or their Manager and even Leader, when oversight is necessary. As a result, it is easier for the sales team to support consistent practices and optimal performance

Individual Contributors

Sales Playbook Compliance

Sales Team Management

By specifying certain keywords, a signal system monitors outbound and inbound emails, notifying relevant individuals whenever an email with the specified keyword is found. This enhances proactive oversight

Individual Contributors

Pipeline Visibility and Transparency

Sales Leadership

Sales Team Management

This signal notifies the Sales Manager when an opportunity's projected close date has been rescheduled beyond a set limit. This way, managers will identify delay patterns, provide guidance, and enhance closure rates

Leakage Monitoring

Sales Team Management

This signal notifies about a missing decision-maker in the deal, encouraging engagement with a crucial stakeholder and allowing oversight over important deals to make the win happen

Deal Risk Mitigation

Individual Contributors

Popular

Sales Team Management

The signal alerts a Sales Representative and their Manager that the decision-maker has been inactive in correspondence. It encourages engagement reviews and deal progression optimization

Deal Risk Mitigation

Individual Contributors

Sales Team Management

A Sales Director gets real-time updates as specific deals close, enabling performance assessment, pipeline tracking, and informed decision-making

Sales Leadership

Team Performance Monitoring

When a deal is open for a set extended period of time, Sales Representative gets alerts to identify and address stalled deals, enhancing pipeline management. Sales Director can request to get this signal for oversight of specific deals

Deal Triage

Individual Contributors

Sales Team Management

A Sales Director is alerted when deals are marked "lost," allowing quick investigation of losses and formulation of strategies to prevent future occurrence

Sales Leadership

Sales Team Management

Team Performance Monitoring

If a deal's value drops and meets set criteria, alerts are triggered for a Sales Manager or a Sales director, if requested, aiding them in adapting strategies and resource allocation

Deal Triage

Popular

Sales Leadership

Sales Team Management

Triggered by significant shifts in estimated close dates, a Sales Director and a Manager can receive alerts when deals' close dates are moved. This proactive monitoring helps prevent deal delays, ensures accurate revenue forecasts, and maintains strong customer relationships

Leakage Monitoring

Sales Leadership

Sales Team Management

close
expand_less