Real-time business signals
The CRM watches your deals and accounts and pings you in the bell when something needs attention: a slipping close date, a competitor entering the deal, the customer opening your proposal, a committee with no decision maker, a quota falling behind pace, and more. Each signal becomes a notification for the right owner, with no hunting required.
Business signals are automatic alerts the CRM raises when it spots a change worth attention on a deal or an account. Each signal shows up as a bell notification for the right owner, without anyone having to stare at a report.
Some signals fire the moment something happens (for example, the customer just opened your proposal). Others come from a daily sweep that compares the state of things (for example, a quota falling behind the pace of the period). Every signal only fires when there is real evidence, and it never repeats needlessly: the same alert will not flood you with identical notifications.
What the CRM signals today
- Close date slipped: an opportunity's close date was pushed forward.
- Decision maker changed: the primary contact on the opportunity changed. Worth reconfirming your value proposition.
- Competitor in play: a competitor started showing up on the deal.
- Critical ticket opened: a high or urgent priority ticket came in.
- Customer opened the proposal: the customer viewed the proposal for the first time. A good moment for a follow-up.
- Margin below minimum: a quote came in with a margin lower than your configured minimum.
- Committee with no decision maker / no sponsor: a deal that already has a mapped buying committee is missing a key role.
- Single-threaded deal: the committee has only one person (low multithreading), which raises the risk.
- Opportunity with no next step: an open deal has no activity scheduled.
- Account with overdue payment: a customer account has overdue invoices.
- Quota at risk: a rep is well behind the expected pace for the period.
- Forecast declining: the projection for the month is below what the company delivered in the previous period.
Signals respect your notification preferences: if you muted a category in the bell, the matching alert will not bother you. They also respect permissions, so each person only receives signals for the deals and accounts in their own workspace.