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New big opportunity has been created

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

  • Fully automated

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:


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