Tells the rep when a deal slides backwards and asks for the reason to be recorded.
Part of Deal risk alerts
Tools
Salesforce, Clari
Outcomes
Slips caught early • An honest stage history
Documentation
Instruction-ready detail below
When an <in:spreadsheets>opportunity slides backwards</in:spreadsheets>, <slack>post</slack> the rep the previous stage, the date it moved, and a suggested reason to record.
When an <in:spreadsheets>opportunity slides backwards</in:spreadsheets>, <slack>post</slack> the rep the previous stage, the date it moved, and a suggested reason to record.Tools
Salesforce, Clari
Trigger
When an opportunity moves back a stage in Salesforce
Setup time
5 minutes
When a close date slips, send a short risk note with suggested actions.
Every Friday, send a short risk ping for deals with no activity in 10+ days.
If an opportunity reaches Pipeline without a technical stakeholder, send a risk ping.
Daily, flag opportunities with no activity in 10+ days and suggest a single next step.
Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.
Write the deal record back from the call itself: the pain, the people, the decisions, and the next step with an owner and a date.
Download
Download the app and begin with drafts and checklists before you write anything back.