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Enable reps to come prepared for your pipeline reviews. Stop inspecting deals and spend more time coaching.
Add rules to showcase deals that haven’t been updated in seven days and discuss them live on the pipeline review call to know what’s going on and strategize on what can be done to get the deal to the next stage.
Create conditional highlights in an intuitive pipeline view to uncover deals with the highest amounts, upcoming close dates, and more. Seamlessly move from rep to rep with one consolidated view that work for you.
Qualifying deals with a specific methodology? Automate the process of getting reps to update their missing fields with Slack automations. Make sure reps have the right criteria updated before your pipeline review call. And use your time together wisely rather than discussing qualification criteria.