WORKFLOW / SLACK
Aligned RevOps and Sales teams as CRM reaches Slack.
Manage your revenue-critical workflows right from Slack with a 2-way sync to CRM, push crucial deal data, and get real-time alerts on deal progression. All in one place.
Productivity on steroids
Untangle the complexity of your pipeline by getting to the root cause of failures. Analyze the recurring causes of deal slippage and take proactive actions to maintain revenue cycle health. Ensure data-backed consistency in your deal flow.
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Collaborate deeply with cross-functional teams
Have your business-specific questions answered in context with your pipeline and revenue. Get auto-generated reports on AI-discovered problems in your pipeline. Use Clientell's prebuilt dashboards with widely used KPIs or make your own custom metrics to track.
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Promote visibility and accountability
Get notifications on the platform and your communication tools. Nudges that indicate deals at risk, a To-Do, a pending follow-up, or a due forecast. Quickly take preventive or responsive action, perform an unbiased immediate pipeline inspection, and execute for predictability.
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Performance analysis and coaching opportunities
Get granular insights on a deal and its contribution to the revenue milestones. Get much more than just risk scores; know the reasons behind them, like activity intelligence, progression insights, engagement sentiment, buying signals, and propensity to convert. Each factor comes with a plausible solution, thus surgically altering the fate of your forecast.
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Get ROI faster and forecast more confidently
Stay on top of your pipeline gap to quota, and the desired coverage to realize it. Track the pulse of your pipeline and always be aware of the week-over-week pace toward your quarterly and annual targets, for individuals, managers, and the organization as a whole.
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With Clientell’s Alerts, we were able to push critical pipeline data directly into CRM from Slack itself, saving a tonne of our time. Since all of the Sales, Marketing and CS are on Slack it was awesome to get them aligned, as we were much more of a collaborative space than ever before. But the real game-changer was when we brought complex workflows from Salesforce to Alerts. Now all the deal channels and managers get notified in real-time of deal activity and we are able to save a lot of revenue from going down the drain.Hari ValiyathChief Business OfficerRead Case Study
Clientell’s tractable filled the gap between reps and their quota. Our reps and AEs loved it right from onboarding and this trait is hard to find in RevOps tools in the market. The adoption was infectious once our Sales team started using it, and we started getting requests from our CX team. The real deal here was there was no need to make changes at the management level, to alter the productivity and impact lives at that scale. If you think about your frontline then you can’t miss out on tractable!Pavan SondurChief Executive OfficerRead Case Study
Use Cases
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