Pipeline Automation

The Easiest and Fastest Way to Keep Your Pipeline Clean

Whether a deal is stuck in a stage or has an upcoming close date, create completely customizable workflows that help your team make critical updates to improve accuracy in a fraction of the time.

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  • Improve Forecasting Accuracy
    With pipeline automation, your team is automatically notified. Take action at critical deal junctures. Finally, a pipeline that's always right.

  • Eliminate Unnecessary Status Meetings
    Replace the operational overhead of meetings with intelligent automation to increase time spent on customer activity.

  • No More Nagging Reps
    Instead of running reports and bugging your sales reps, let Troops do the work for you with streamlined workflow. Your reps will thank you.

Finally, a pipeline management solution built for sales reps

  • Completely customize when sales reps get notified and what info they can update
  • Easily assign and deploy to your team in minutes
  • Align timing of notifications to existing process and meetings