Sales Real-Time Alerts

Notify reps when accounts reach certain milestones
Sales Real-Time Alerts

The top deal-killer in B2B sales? Time.

To keep deals alive, you need to prioritize speed throughout the sales cycle. One of the best ways to do so is by introducing real-time alerts that notify reps when accounts reach certain milestones.

For example, one B2B SaaS company needed an easy way for its sales team to track product usage among prospects. They wanted reps to be able to reach out immediately once an account hit a threshold signifying a strong intent to buy.

To accomplish this objective, the company used its Customer Data Platform to aggregate product usage data and push notifications directly to sales reps in Slack when their accounts hit the threshold.

You can use a Customer Data Platform to introduce this type of real-time alert on any kind of “memorable moment.” It’s simply a matter of creating a rule so the tool listens for a certain activity and then pushes an alert to the channel of your choice.

Top signals on which to create alerts include:

  • Viewing the pricing page of your website
  • Hitting certain levels of usage or visits to gated features on freemium products
  • Starting a free trial
  • Visiting multiple website pages in one day

The top deal-killer in B2B sales? Time.

To keep deals alive, you need to prioritize speed throughout the sales cycle. One of the best ways to do so is by introducing real-time alerts that notify reps when accounts reach certain milestones.

For example, one B2B SaaS company needed an easy way for its sales team to track product usage among prospects. They wanted reps to be able to reach out immediately once an account hit a threshold signifying a strong intent to buy.

To accomplish this objective, the company used its Customer Data Platform to aggregate product usage data and push notifications directly to sales reps in Slack when their accounts hit the threshold.

You can use a Customer Data Platform to introduce this type of real-time alert on any kind of “memorable moment.” It’s simply a matter of creating a rule so the tool listens for a certain activity and then pushes an alert to the channel of your choice.

Top signals on which to create alerts include:

  • Viewing the pricing page of your website
  • Hitting certain levels of usage or visits to gated features on freemium products
  • Starting a free trial
  • Visiting multiple website pages in one day

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Shared by
Sacha Leroy

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