Asks for a customer story when a proposal goes out without one.
Part of Proposal assembly checklist
Tools
Loopio, Salesforce
Outcomes
Every proposal carries proof • A shorter marketing chase
Documentation
Instruction-ready detail below
When a <in:documents>proposal</in:documents> goes out with no customer story, <email>email</email> the marketing team the gap and the closest three stories I could use.
When a <in:documents>proposal</in:documents> goes out with no customer story, <email>email</email> the marketing team the gap and the closest three stories I could use.Tools
Loopio, Salesforce
Trigger
When a proposal is sent without a customer story
Setup time
5 minutes
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.
Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.
Download
Download the app and begin with drafts and checklists before you write anything back.