The tools to electrify your sales team.

Your team should always be hunting the next sale. These tailored notifications and opportunity automations keep the team’s goals in front of them and keeps sales leaders appraised of progress forward.

Basic Notifications

$10 per user per month paid annually

Next Step Reminder

– Two email reminders per step
– Email to opportunity users

Deals Closing This Period

– Monthly or quarterly periods
– Email to opportunity users
– Sent twice per month

Team Notifications

$15 per user per month paid annually

Everything in Basic plus:

When an Opp is Won/Lost

– Email to users or managers
– Includes Opp general fields
– All or only high-value Opps

When Opp enters stage

– Up to three specified stages
– Sent to users or managers
– Optionally updates probability

Pipeline This Period

– Monthly or Quarterly
– Sent to admins or managers

Stale Deal Warning

– Alerts users to lagging Opps
– Auto-notates lag warning
– Optional admin notifications

Pipeline Automation

$20 per user per month paid annually

Everything in Team plus:

Web Form / Lead Integration

– Creates contact/company/opp
– Notifies admin for assignment

Roll Deals Forward

– Pushes past due Opps forward
– Auto-notates record change
– Optional email notifications

Close Stale Deals

– Dead opps marked “On Hold”
– Auto-notates close reason
– Optional email notifications

Basic Notifications

If behind on next steps – Sends opportunity users an email if they fall a few days behind on an active opportunity. If the step is not updated a second email is sent.

Deals closing this period – Sends opportunity users an email list with deals closing in the next month or quarter. Can be configured to send twice per month.

Team Notifications

All in Basic Notifications plus:

When a deal is won/lost – Sends an email notification to opportunity user, manager, or non-prophet user when a deal has been marked won or lost. Configurable for only Opportunities that exceed a certain value.

When Opp enters stage – Sends an email notification to opportunity user, manager, or non-prophet user when an opportunity enters a specified stage.

Pipeline this period – Sends admins or managers an email list with all deals closing in the next quarter or month. Up to seven fields per listed opportunity.

Stale deal warnings – Sends opportunity users an email alerting them of active opportunities not modified in the last 90 days. Optionally can alert managers or admins.

Pipeline Automation

All in Team Notifications plus:

Website Form / Lead Integration – Website form responses entered as contact/company/opportunity. Notifies admin or manager for record assignment. Verifies that entities do not already exist in system.

Roll Deals Forward – If an active deal does not close push the Est. Closed Date forward. Optionally notifies admin or manager. Auto-notates change to record notes.

Close Stale Deals – Opportunities not modified for a period of days are as marked “On-Hold” or “Lost”. Optionally notifies admin or manager. Auto-notates status update to record notes.

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