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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.

Signals types

There are 5 types of signals and counting. Every type of signal serve a corresponding type of records in your CRM and Revenue Grid ecosystem.

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.

Signals Library

Explore the full list of signal here.

Trigger a Salesforce Flow with Signals

Actionable Signals allow you to initiate a specific Salesforce Flow seamlessly.

Actionable Signals

Certain Signals allow to start composing and to send an email right from the Action Center. As well as you can create a follow-up signal. List of actions you can perform per signal is ever-growing.

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.

Handling Signals

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 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 belonging to other users?

Yes, managerial level users can filter the Signal tab to signals that belong to someone particular.

Filter Signals feed

Narrow down list of signals via filtering. Due date, Owner, Signal type are among categories you can filter by.

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 their 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 using this button in the upper right hand-side 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.

Manage signals in the Email Sidebar

When you open an email or event, you'll see the related signals (if there are any) right on the Signals tab on the main RG Email Sidebar page and will be able to conveniently manage them.

Create a quick memo-type signal right in the Add-In without leaving your email server using the + (Add) icon in the upper right-hand corner of the Sidebar.

Follow up on stale conversations with reminder signals

When you create a follow-up reminder in the Sidebar, an automatic reminder signal will be automatically created to ensure that you timely bolster the conversation.

You will see the reminder signal on your signals list in Revenue Grid.

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