Sales manager and AE to get notified in Slack when no reason is presented after a deal is closed in HubSpot.
Whether it is a win or loss, enable your team to enter a reason of how they closed the deal as soon as they close it.
Actioner notifies the sales manager and deal owner when a deal is closed with a missing reason. Closed reason, while relating to sales that you were able or unable to successfully complete, means a lot more than won or lost customers. The closed reason allows you to track progress, look at what you did best, or what you did wrong, and learn from it and improve your strategies. Sales manager can use this opportunity to give coaching feedback and remind the sales team to update records with the proper closed reasons.
Typical results from using Actioner's Slack-first sales automation with HubSpot include more accurate forecasting, increased deal velocity, time savings, and greater visibility across your organization.
Deal property changed