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- – Two email reminders per step
- – Email to opportunity users
- – Monthly or quarterly periods
- – Email to opportunity users
- – Sent twice per month
Next Step Reminder
Deals Closing This Period
Team Notifications
$15 per user per month paid annually- Everything in Basic plus:
- – Email to users or managers
- – Includes Opp general fields
- – All or only high-value Opps
- – Up to three specified stages
- – Sent to users or managers
- – Optionally updates probability
- – Monthly or Quarterly
- – Sent to admins or managers
- – Alerts users to lagging Opps
- – Auto-notates lag warning
- – Optional admin notifications
When an Opp is Won/Lost
When Opp enters stage
Pipeline This Period
Stale Deal Warning
Pipeline Automation
$20 per user per month paid annually- Everything in Team plus:
- – Creates contact/company/opp
- – Notifies admin for assignment
- – Pushes past due Opps forward
- – Auto-notates record change
- – Optional email notifications
- – Dead opps marked “On Hold”
- – Auto-notates close reason
- – Optional email notifications
Web Form / Lead Integration
Roll Deals Forward
Close Stale Deals
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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