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Revenue Deal guidance Signals

Category
Who gets such signal
Very Negative sentiment in email from important deal
This Signal alerts you to very negative replies from big opportunities, based on sentiment analysis (you or your sales operations team can specify the amount threshold for large opportunities)

Deal guidance

Sales Account Executive

View the email thread
New attendees added to upcoming meeting
This Signal keeps you up to date with who will be attending your upcoming meetings

Deal guidance

Sales Account Executive

View list of registrants
Invite a decision maker to the upcoming meeting
This Signal reminds you to add a decision maker to an upcoming meeting when none have been included

Deal guidance

Sales Account Executive

View relationship intelligence
Stage has not changed for X meetings
This Signal alerts you to deals where the status hasn't changed over a certain number of meetings so you can make sure that the meeting hasn't stalled (you or your sales operations team can specify the number of meetings before this Signal is triggered)

Deal guidance

Check engagement timeline
You haven’t replied to an important deal for X days
This Signal alerts you when you haven't responded to emails from deals over a certain size (you or your sales operations team can specify the amount threshold for large opportunities)

Deal guidance

Reply to contact
No response from an important deal for X days
This Signal alerts you to emails without replies from deals over a certain size (you or your sales operations team can specify the amount threshold for large opportunities)

Deal guidance

Follow up with contact
New email from important deal
This Signal alerts you to incoming emails from deals over a certain size (you or your sales operations team can specify the amount threshold for large opportunities)

Deal guidance

Read the email
No activity on deal for X days
This Signal alerts you to deals where activity and communications have stalled for longer than a certain 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 contacts
No next step
This Signal reminds you when there's no next step planned for a deal

Deal guidance

Popular

Sales Account Executive

Add a next step
Engagement is too low
This Signal alerts you to deals that are unlikely to close because communication frequency is too low

Deal guidance

Sales Account Executive

Reach out to contacts
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