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Generative Signals: elevate your sales strategy with AI-powered guidance

Traditional sales playbooks fall short as sales teams grapple with identifying success patterns
and adapting to ever-changing market demands. To address this challenge, Revenue Grid
presents Generative Signals – a revolutionary AI-powered functionality acting as your
intelligent sales co-pilot.

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Why choose Revenue Grid’s Generative Signals?

Get data-driven insights each step of the way

Drawing from accurate data captured from CRM & other customer channels, Generative Signals identifies winning customer engagement patterns, providing real-time, actionable recommendations to elevate your sales efforts. With Generative Signals, you receive immediate AI summaries of opportunities, discerning current status, next steps, and tailored action items. Trust this proven guidance and adapt Signals to your workflow to achieve more wins.

  • AI-powered opportunity summaries: Analyze CRM data on opportunities and all communications to provide regular summaries, offering a clear understanding of what’s happening in your pipeline.
  • Automatic deal status updates: Use AI-based insights to identify the next steps on the deal and get ready-to-use sales messaging. Execute impactful strategies with a single click.
  • Real-time, actionable guidance: Align your strategies with the most winning customer segments, personas, and engagement patterns, and tap into AI advice for shorter deal cycles and higher success rates.

Get data-driven insights each step of the way

Automatically create a dynamic playbook for every deal

Automatically create a dynamic playbook for every deal

Generative Signals equips you with real-time, AI-driven alerts tailored to your deals, pipeline, and customer communication. Whether a deal is thriving or about to stall, you’ll know precisely when and how to act. Your team’s ability to respond effectively and promptly is no longer dependent on intuition but powered by intelligent, timely signals.

  • Alerts on deals at risk: Instantly know when a deal is silent, at risk, or about to stall, and take immediate actions to secure it.
  • Real-Time notifications on opportunities: Stay informed about crucial shifts in the deal. Receive instant updates that enable you to respond with agility.
  • Assign Signals to the right team members: Ensure the right person takes the right action at the right time by assigning AI-generated signals related to an opportunity to specific team members.

Guide your sales process each step of the way with actionable Signals

Harness the power of actionable Signals to directly manage your deals, initiate Salesforce Flows, and communicate with prospects across all platforms where your sales team works: Microsoft Teams, Slack (including mobile), Outlook/Gmail, and Salesforce. Seamlessly execute tasks, engage with prospects, and guide your sales process with precision at every pivotal moment.

  • Contextual alerts & actions in Microsoft Teams: Receive alerts and execute required actions for your deals, including updating contact information, all within the Microsoft Teams bot.
  • Enhanced communication & timely reminders: Call or email prospects from the Signals Feed, and utilize Revenue Signals for timely Salesforce task reminders.
  • Interactive Coaching & Customizable Signals: Provide personalized coaching recommendations, create, assign, or modify custom Signals directly in Microsoft Teams for a unified experience.

Guide your sales process each step of the way with actionable Signals

Create and customize Signals with AI for any process or use case

Create and customize Signals with AI for any process or use case

Utilize AI-powered Signals Builder to create and customize Signals based on industry data, winning patterns, and strategy. Tailor Signals for Accounts, Contacts, Leads, or Opportunities and align them with your Salesforce workflow effortlessly, without developers or technical assistance. Signals can be customized to provide unique insights for various roles. For instance:

  • For sales managers: opportunity stage has changed to “proposal price quote.”
  • For Sales Ops: new Lead was not contacted for 24 hours after creation.
  • For sales reps: schedule a call with an interested prospect in two days.
  • For AEs: opportunity is less than 10 days away from close date.
  • For VP of sales: manager-adjusted commit is 35% lower than team commit.

Analyze and enhance your sales team’s performance with Signals Report

With the Signals Report, you have access to real-time insights that allow you to dive deep into how your team interacts with their Signals. From swift adjustments to fostering efficient communication, this report equips you with proactive data-driven tools for coaching meetings and strategy execution, aligning your team’s actions with your business objectives.

  • Instant access to Signals performance: Engage with real-time data that showcases the impact and efficacy of your Signals. Adapt and enhance them on the fly to ensure optimal performance.
  • In-depth understanding of team interactions: Gain insights into how your sales team engages with their Signals. This facilitates more coherent and efficient communication strategies that align with business goals.

Analyze and enhance your sales team's performance with Signals Report

How does Revenue Grid powered by Generative Signals work?

Revenue Grid leverages the power of Generative Signals to transform the sales process into a winning strategy. Here’s a brief overview of how it all works:

  1. Capturing Essential Data: The process begins by capturing and analyzing vital CRM data. Revenue Grid activity capture looks into your opportunities, deals, customer communication, and all the underlying elements that define your sales landscape.
  2. Generating AI-Driven Insights: Once the data is captured, Generative Signals employs AI to detect success patterns, such as the customer engagement behaviors that lead to shorter deal cycles or the best scripts for higher success rates.
  3. Empowering Sales Teams to Win More: These insights are then translated into real-time, contextual, and adopt winning behavior for your sales team. Acting as a co-pilot, Generative Signals provides data-backed advice that guides sales reps through the most winning paths at crucial moments.
Captures and centralizes sales data
Captures and centralizes sales data
Get AI-driven insights
Get AI-driven insights
Empower sales teams to win more
Empower sales teams to win more

How do Revenue Grid Generative Signals impact your sales
and revenue?

12%

Increase in win rate in the first year

16%

Increase in win rate in the first year

21%

Increase in win rate in the first year

There is more to Revenue Grid than Generative Signals

Sales forecasting

Revenue Grid’s advanced sales forecasting tool lets you base forecasts on real deal closure odds, uncover pipeline risks, and align actual and projected revenue in real-time.

Learn more

Team analytics

Analyze and gain clarity on your sales team’s activities. Get an overview of your team’s activities, see the true state of your reps’ forecasted pipeline, and help your team find focus easier.

Learn more

Pipeline visibility

Visualize and eliminate revenue leaks in your pipeline using sales insights. See the true state of your pipeline, track any significant changes in real-time, and spot risks before they go south.

Learn more

Guide your sales teams to win with Generative
Signals

Discover the power of real-time insights, dynamic playbooks, and actionable guidance tailored
to your unique business needs at a free demo.

Book a demo

 

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