Signal description
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.
How organizations use it
"Efficient" is a software development company and they consider deals with amounts more than $50,000 as a large opportunity. Also, anything above 200k is considered extra large.
The system notifies the manager of the opportunity owner and sales director about creating large deals. For extra-large deals, the system also notifies the CEO.
Upon receiving the notification, the sales director arranges a strategy meeting with the team members to get that deal signed.
Why organizations use it
- to be up-to-date with the crucial deals in the pipeline in real-time
- to prioritize high-value opportunities, to strategize, and allocate resources for a higher probability of closing
Configurable parameters
How the signal looks
In Revenue Grid Action Center:
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In your Teams Revenue Grid Channel:
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