Opportunity deep dive¶
2 min read - updated few hours ago
This is a comprehensive set of data to help you to leverage sales progress and to understand challenges through the use of 100% live data gathered and processed from email clients, calendars and Salesforce. On this all-inclusive pad, you get:
Full transparency of talks for the best guiding¶
All emails and meetings of an Opportunity in one place.
On this chart, you can find all communication scattered on the time line. Data plots correspond to one of three types of activity: a meeting, an inbound, and an outbound email. Besides the data plots, important changes such as Close Date Change, Amount Change, First and Last Touches also get reflected on the chart for easier pipeline analytics.
Drill down to the point
By clicking on any given data plot, you can see the actual communication activities in the pop-up, from which you can read any given email or see details of a meeting.
All involved parties captured and saved¶
Relationship Intelligence on the People chart.
This is an interactive relationship chart. Here, you can see who of your colleagues has been in touch with representatives of the opportunity.
On this chart you can see role of the people involved, total recorded communication by type (calls, emails, meetings), and recorded communication between two particular individuals by hovering over the patch between them.
Contacts who appear on the customers' side of the chart (the right side), have additional elements which help you to identify:
- if a contact is in Salesforce. If not, then use the button to create a contact seamlessly in Salesforce and associate with the opportunity.
- contact card which has data parsed from email from the contact and information stored in Salesforce, or supplementary data found via a search engine: Bing.
In the engagement highlights block, you can grasp quickly what was the most recent meeting, inbound and outbound emails with representatives of an opportunity.
Also very important "What's next" section which may be scrapped from calendar if that is a meeting, or else filled up manually by accountable colleague.
Change history reflects all what changes has been made to an opportunity and how many times.
Revenue Signals to navigate the sales process to closed-win¶
There are signals related to the opportunity. For more information about Revenue Signals, refer to this article.
Add a signal to recommend the must action.
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