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Invite Decision-Maker to meeting

 Signal description

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.

How organizations use it

As a Sales Representative, you get notified when no decision maker is not included starting from the Demo and in further stages. It is expected that starting from the Demo stage, the decision maker is to be specified in Salesforce and be included in all communications. Signal will be escalated to your manager in 4 days if the decision maker is not invited to the meeting.

Why organizations use it

  • to make sure the sales team is talking to the right people to close the deal
  • to enforce playbook practices

Configurable parameters

  • Filter opportunities to which this signal applies

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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