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Revenue Deal Risk Mitigation Signals

Category
Who gets such signal
AI Generated Customer Request
Based on communication with the client, this signal unpacks the client's requests to ensure they aren't overlooked. For example, when the client requests a discount or seeks to share additional information or anything else

AI Generated

Deal Risk Mitigation

Individual Contributors

Sales Team Management

Renewal date is in # days
Sales Representatives receive notifications about upcoming contract renewals, allowing them to prepare and negotiate effectively, thus maximizing the chances of securing renewals

Deal Risk Mitigation

Individual Contributors

Sales Team Management

Stage has not changed for too long
If an opportunity exceeds the designated time threshold for a stage, the assigned Sales Representative or team receives an alert, prompting them to review and take necessary actions to advance the deal. Leadership may receive the signal on filtered important deals for oversight

Deal Risk Mitigation

Individual Contributors

Sales Team Management

Opportunity is not multi-threaded
The signal informs Sales Manager and Sales Director about important opportunities in later stages that are not multi-threaded. Single-threaded opportunities indicate that the deal communication stagnates and that we might not be communicating with all the decision-makers, thus increasing deal risk

Deal Risk Mitigation

Sales Leadership

Sales Team Management

Invite Decision-Maker to meeting
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

Decision-Maker is not assigned
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

Decision-maker has not participated in active communication in the opportunity
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

Approaching closing date, but stage is behind
When a deal's projected close date is imminent, but the deal hasn't progressed sufficiently through the sales stages, a Sales Representative and, if criteria of interest are met, their respective Sales Director, can receive notifications. This ensures timely action, improving the likelihood of successful closures

Deal Risk Mitigation

Individual Contributors

Sales Leadership

Sales Team Management

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