Turbo Charge 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.
Pipeline Automation
Web Form / Lead Integration
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– Creates contact/company/opportunity
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– Notifies admin for assignment
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Roll Deals Forward
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– Pushes past due Opportunities forward
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– Auto-notates record change
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– Optional email notifications
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Close Stale Deals
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– Dead Opportunities marked “On Hold”
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– Auto-notates close reason
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– Optional email notifications
Deals Closing This Period
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– Monthly or quarterly periods
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– Email to opportunity users
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– Sent twice per month
When an Opportunity is Won/Lost
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– Email to users or managers
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– Includes Opportunity general fields
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– All or only high-value Opportunities
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When Opportunities enters stage
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– Up to three specified stages
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– Sent to users or managers
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– Optionally updates probability
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Pipeline This Period
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– Monthly or Quarterly
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– Sent to admins or managers
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Stale Deal Warning
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– Alerts users to lagging opportunities
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– Auto-notates lag warning
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– Optional admin notifications
Want to get started with faster sales?
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