Important keyword alert

Signal description

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.

How organizations use it

As a Manager or a Leader team of ABC Corporation, you want to track whenever a 'quote' is shared with a prospect or customer. You set up the "Keyword-Based Communication Alert" to track the keyword 'Quote'. Now, whenever a member of your team sends an email containing 'Quote' in the subject, body or attachment name, you will receive an alert. This allows you to stay updated about important communications and follow up promptly if necessary.

Why organizations use it

  • to stay updated about important communications and follow up promptly if necessary
  • to oversee key moments in deal progression
  • to investigate potential issues in communication with the opportunity contacts
  • to investigate how often competitors are brought up in the conversations and how sales representatives handle the questions

Configurable parameters

  • Filter opportunities to which this signal applies
  • Keywords

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:


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