Book a demo
Demo
menu
Demo
Free trial
Login

Revenue Deal guidance Signals

Category
Who gets such signal
Meeting declined
This Signal alerts you immediately when meeting invites are declined so you can follow up with the prospect

Deal guidance

Send a follow up
Meeting not booked
This Signal alerts you when you send a meeting invitation that isn't accepted so you can follow up with the prospect in time

Deal guidance

Send a follow up
Send a satisfaction survey
This Signal reminds you to follow up certain calls with a satisfaction survey

Deal guidance

Send a survey
Too much time is being spent
This Signal alerts you to deals where the ratio of time spent to potential revenue is higher than average

Deal guidance

Sales Account Executive

View deal details
Decision maker has been added
This Signal updates you when a decision maker has been added for a deal

Deal guidance

Sales Account Executive

View relationship intelligence
Amount has been decreased
This Signal keeps you up to date with amount changes for your team's deals

Deal guidance

Check engagement timeline
The close date is less than a week away
This Signal alerts you when a deal’s close date is less than a week away

Deal guidance

Review the opportunity
Stripe payment unsuccessful
This Signal alerts you to unsuccessful Stripe payments so you can check on payment details with your customer

Deal guidance

Sales Account Executive

Reach out to contact
Invoice has not been paid for X days
This Signal warns you about invoices which go unpaid for a specified number of days (you or your sales operations team can choose the number of days before this Signal is triggered)

Deal guidance

Reach out to contact
Deal is closed/won, but no invoice was sent
This Signal warns you about deals that are marked closed/won which haven't been invoiced

Deal guidance

Sales Account Executive

Check engagement timeline
close

More results...

expand_less