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Revenue Sales Playbook Compliance Signals

Category
Who gets such signal
AI Generated Action Item
Based on communication with the client, the signal identifies commitments and converts them into action items for automated task management. For example, it can remind you to schedule the next meeting, send documents, follow up on specific information, and more

AI Generated

Individual Contributors

Sales Playbook Compliance

You have # overdue tasks
This signal alerts individuals about overdue tasks related to sequences, helping them prioritize and complete tasks in an organized manner. The signal may be escalated to Management if ignored

Individual Contributors

Sales Playbook Compliance

Sales Team Management

Summary of overdue tasks
Sales Representatives and Sales Team Managers receive regular summaries of overdue tasks of opportunities, helping them adhere to consistent practices and ensure optimal team performance

Individual Contributors

Sales Playbook Compliance

Sales Team Management

Reminder to follow up on today’s meeting
A Sales Representative receives reminders to follow up with contacts N hours after meetings, ensuring that critical post-meeting communication is not overlooked and enhancing overall deal negotiation. Management and Leadership might request to receive such signals for highly important deals when they find it necessary

Individual Contributors

Sales Playbook Compliance

Opportunity does not match stage criteria
This signal notifies a Sales Representative and a Manager when an opportunity progresses to a new stage without meeting the formal criteria set for that stage. This helps in adhering to consistent sales practices, ensuring accurate opportunity details, and supporting strategic decision-making

Individual Contributors

Sales Playbook Compliance

Sales Team Management

No Salesforce Activity after stage update
When there is no activity and communications detected on an Opportunity after stage change, a Sales Representative receives a signal. It helps to address incorrect CRM interaction and prevents Sales Representatives from simply changing the stages without actually doing any work on the opportunity. Management and Leadership can request to receive the signal for oversight on deals or Sales Representatives they want

Individual Contributors

Sales Playbook Compliance

Sales Team Management

Incomplete opportunity information
An alert system monitors newly created records for missing information and ensures data integrity, notifying a Sales Representative, or their Manager and even Leader, when oversight is necessary. As a result, it is easier for the sales team to support consistent practices and optimal performance

Individual Contributors

Sales Playbook Compliance

Sales Team Management

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