Leverage Activity Signals to Drive Sales Metrics and Productivity

Understand Rep Behaviour and Track KPIs

Configurable Rep Activity Signals

Analyze Multiple Data Signals from Different Sources to Find the Right Answers at the Right Time.

Track "Meeting KPIs" (First Meeting, Demo, etc)
Identify Competitive and Priority Deals
Analyze communication data and scan for Competitor Mentions and/or Keywords

Configurable Rep Activity Signals

Opportunity Contact Roles Relationship Plan

Auto-Update Custom CRM Fields

Writeback Custom Engagement Signals to CRM

Executive Engaged on Opp / Account
Single or Multi-Threaded Opp Relationship
Last QBR Complete / Next QBR Scheduled
Partner / Sales Engineer Engaged on Opp
Next Step / Meeting Scheduled

Trigger Downstream Process / Actions

Leverage Signals to Drive Sales Productivity

Trigger Workflows through Process Builder
Launch Sales & Marketing Sequences
Inform and Update Sales Forecast
Trigger Account Based Marketing Campaigns
Auto-update Customer Success and Account Engagement Plans

Customer Success Health Scores