We’ve all walked into a deal review only to find some of the opportunities on the board have close dates in the past.
For all the managers out there trying to understand whether or not they’re going to hit their number this month this can be incredibly aggravating…😤
And reps certainly aren’t happy when they are nudged or berated for not updating their deals. I thought I was supposed to be closing business!
Today we wanted to share a powerful workflow with you that makes it incredibly easy for reps to keep deals up to date so companies can achieve the reliable visibility they need.
You can set yours up with a template here.
Old world – managers go line by line in their reports and ask why deals have close dates in the past or whether those dates are real.
New world – Troops proactively notifies your team at your desired cadence when they have an upcoming or overdue close dates, then provides an easy updating experience completely customized to your business.
The resulting outcome? Better data, accurate forecasts, clean pipelines…all in in less time (+ no aggravation!)
How Looker Improved Pipeline Management With Troops
Troops customer Looker had teams in a similar predicament as the one described above.
Though they knew it was important, reps often found updating opportunities a burdensome and time-consuming task.
As a result, this became a batch process of at the tail end of every quarter, leading to a spike in close date movements that made it difficult to make accurate predictions on whether or not deals would close at a stated time.
Looker brought in Troops to help make this process more proactive and easy for reps by bringing things into their existing workflow – Slack.
They found it incredibly helpful that Troops’ automatically brought the updates to them instead of having to remember to do it.
With over 40 reps using Troops, Looker has seen a marked improvement in forecasting accuracy and pipeline hygiene.
To date, the team has updated over 1,000 deals using Troops with high levels of engagement.
Getting Started With Pipeline Hygiene Automation
Troops’ close date workflow is a great example of our broader date based workflow that allows you to create triggers with lightweight actions across anything in Salesforce.
We wanted to make it really easy for you to get started with this workflow so we made this quick start template for you to see here.
Customizable filters and buttons make this really easy to tailor to your specific business…
And, since I know some of you might have asked, Troops is excited to now supports reporting so you can see all your deal movement and how Troops’ workflow impacts your team.
If you’ve ever…
- Found yourself in a meeting with deals out of date…
- Spent time going line by line through reports wondering if things are real…
- Hate the process of clicking around 30 seconds in Salesforce…
This is something you can get started with here today!
Hit us up in the comments or send an email if you have any questions : )