Sales managers have had a hard time knowing where deals are stuck or stalled. Before, they got this information by making a very complicated report in Salesforce or by talking to reps who shared the information at the right time.
Below are some tips and tools that can help you see which deals require attention and how to alert your reps and managers in advance so that they can take immediate action.
Open Settings and go to Studio > Automations
Click Create Automation
Choose a name such as "Stalled Deals"
Decide when you want the alert to go out to your team by setting the Schedule for a specific time and day of the week
Set the Conditions. For instance, you may choose "Days in stage" that is greater than or equal to a certain timeframe. This would alert you when a stage has been idle for too long.
Choose the account owners or other recipients you want to receive the alert
You can send it via Scratchpad inbox or Slack.
Add an action message
Pro Tip: Use variable fields to make it even easier! Done! You have now set it up and can enjoy more time in your day!