Lost opportunities

What's it for?

It's important to share why you’re winning, but perhaps just as important to share lost opportunities amongst the team.

How it works

Although a closed lost is never fun, they represent an amazing learning opportunity. Anytime a deal is closed with a lost, Actioner sends a notification to your sales team with deal details in #lost-deals channel.

Understanding why customers chose not to buy, the size of the deal, or how long you’ve been working it is something the entire sales ops teams can benefit from. Lost opportunity notifications are an amazing way for -not just for sales teams but also- the entire company to understand where they can improve. Whether it's the product team that wants to understand the impact of their work or the marketing team that is curious how to best position their product effectively.

Even more powerful is the ability to append contextual actions to these notifications. You can enter a loss reason and even add a reminder task to deal record and set any date you chose to be best to re-engage.

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.

HubSpot event

Deal property changed

Suggested actions

1. Add or update loss reason
2. Add task for re-engagement