Hey champions! Jeff Burns here from RevShoppe! We’ve been a long standing partner of Salesloft and I wanted to drop a little post around Deals, and why I think they’re a game changer for your GTM teams.
A lot of times when working with clients we get asked “should we be using Deals or not?” The obvious answer is yes.. But we can’t just say that. As we all know, things are WAY more complicated than that. So, typically we have some sessions around (why) is this currently being asked? What are you using today to track and score deal health? What outcomes are you hoping to get out of Deals (as to why you’re asking if you should be using it)
Majority of the time, we get told things like: “every rep operates a little differently. Some use CRM, some use sheets, some use.. Well, we don’t know. BUT! They have Ops in CRM and they seem to be closing them, but our visibility into pipeline health is very poor”
Sound familiar? If so, you’re not alone!
Now, one of the best things about Deals is the fact you don’t have to dive right in to the deep end, you can slowly get yourself used to the ecosystem by just syncing things up and slowly enabling your teams over time about the functions and features. Showing them key things (one of my favorites) activity tracker. At a quick glance you get a snap shot with symbols at what is going on within an open opportunity. Days with activity. When pricing was added or updated. When a close date was altered. And so much more!
There is obviously SO much more to Deals, but I’m not here to write a novel. I am here to help give you that little nudge into the pool. So, what are you waiting for!?
Have you given Deals a proper swing? If not, why? If so, what do you love about using it?
Let's hear it in the comments!