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Revenue Sales Leadership Signals

Category
Who gets such signal
Summary on BDR team – number of leads added to sequences
This signal provides insights into the performance of the BDR team by measuring the number of prospects added to activated sequences, allowing for performance assessment and improvement efforts

Sales Engagement Optimization

Sales Leadership

Sales Team Management

Summary of all open opportunities this month
An automated summary is provided once a month detailing all opportunities that remain open, aiding in monitoring ongoing deals and facilitating strategy

Individual Contributors

Pipeline Visibility and Transparency

Sales Leadership

Sales Team Management

Stage change alert
Sales Director receives notifications whenever an opportunity progresses to a specific stage in the sales pipeline. This allows them to stay informed about critical developments and take timely actions based on the stage transitions

CRO

Pipeline Visibility and Transparency

Sales Leadership

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

Opportunity has slipped
Management and Leadership may receive a signal when an opportunity moves out of the quarter. This assists in identifying and addressing issues that impact deal timelines, enhancing pipeline health, and supporting timely interventions

Deal Triage

Popular

Sales Leadership

Sales Team Management

New big opportunity has been created
Receive a notification when a new sales opportunity with a substantial potential deal size shows up in the CRM. This signal assists in promptly identifying high-value opportunities, enabling the sales leadership and management to pay special attention and strategize accordingly to increase the win rate

CRO

Pipeline Visibility and Transparency

Sales Leadership

Sales Team Management

Important keyword alert
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

Opportunity outcome report
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

Opportunity has been lost
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

Opportunity amount has changed significantly
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

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