Incredibly smart Revenue Signals to navigate you to the best sales game
1 min read - updated few hours ago
One of the major features of Revenue Grid are these automatically, or manually generated Signals. They are intelligently guiding collective efforts towards winning deals. The Signals notify you about critical occurrences so accountable employees don't miss a thing and always stay on top of the game.
Every Signal has it’s score¶
Score of a signal varies from -5 to +5, where -5 is extremely bad impact on winning a deal and +5 is a big push forward towards winning a deal. Upon receiving, it adds up to the overall score of an Opportunity.
Explore the full list of signal here.
How do you get notified¶
When new Signals are generated, selected employees may get notified via Slack, via MS Teams, via Revenue Grid widgets embedded in Salesforce, via browser notifications, or via Revenue Grid mobile app on iOS and Android devices.
Here is what options you have when it comes to handling the signals.
Escalate - puts the signals to the high importance category.
Resolved - marks the signals as done.
Mute for this Oppty - mutes specifically this signal type for the opportunity going forward.
Mute for all Oppties - mutes specifically this signal type for ALL opportunities going forward.
Mute all signals for this Oppty - mutes all signals associated with the opportunity for good.
Copy link to clipboard - copies a direct link to the signal.
Open is Salesforce - opens a dedicated page of the signal in SFDC
Chat with signal owner - opens up a direct chat with the owner of the signal owner.
Dismiss - removes the signal from the tab.
Every Signal has one or more assignees¶
A signal can be assigned to more than one team member. There might be more than one signal of the same type, thought with different assignees each, under an opportunity. A Signal will not be generated for opportunities owners of which are not Revenue Grid users yet.
Monitor team member’s activity with Signals¶
You can set up a list of users, activities of whose you want to monitor. For example, you want to know with whom your team members have meetings tomorrow. You can have a daily signal which would compile a list of meetings your team members are scheduled for any period of time. Such list of users can be created either by Salesforce hierarchy, or for cases when Salesforce hierarchy is not being maintained, by hand picking team members.
Can I see signals belong to other users?¶
Yes, managerial level users can filter the Signal tab to signals that belong to someone particular.
Add a quick memo Signal manually and assign¶
Not to be confused with build your own signal.
It can be a sales guiding advise or coaching recommendation. Set up due date to meet deadlines, and link the signal to a Salesforce object for coherence.
You can also add a sentiment to your manual signal. When sentiment is negative, it will affect a related deal overall health.
Assign to a colleague and link to Salesforce object. Once assigned, the assignee will see your Signal in his/her Action Center.
Mark all Signals as read¶
When you have many Signals you don't want to go through, which is not recommended but still up to you, you may mark them as read in bulk via this button in the right hand top corner of the Signals tab in the Action Center.
Signals in the Email Sidebar¶
Access the list of your unresolved Signals from the comfort of own email client for fast access.
The Signals tab of the Email Sidebar is available in the Smart Actions section on the bottom of the Sidebar.
In order to add the Signals tab to your Smart Actions section, you have to turn it in the Customization Panel.
Here you can act upon your Signals, add a new quick memo-type signal as described here.
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