During times of economic uncertainty, every sales leader wants predictable revenue. Reps need repeatable processes on exactly how to sell to an account for the highest close rate.
Today we launch a completely redesigned Deal Inbox. The Deal Inbox shows high intent accounts and users along with the next best action for every deal. This solution makes it easier than ever to quickly and effectively act on PQAs and PQLs.
Here’s how the collaboration works:
- Sales leaders specify intent signals (from connected data sources) to trigger alerts on top accounts.
- Sales leaders define Plays, which are clear follow-up actions for those alerts.
- Reps use the Deal Inbox to see all alerts organized by Play and take efficient action.
It’s a win-win for the entire sales organization. Reps are handed exactly what plays to run on which accounts, and leadership is at ease that outreach is always high quality. By streamlining follow-up actions, reps maximize time spent on building customer relationships.
💥 Sales leaders drive predictable revenue with plays
Plays scale the best practices of high performers. Think of a play as a recipe 🍳 If you follow the recipe, your team can achieve more predictable, consistent deal conversions. And if you discover a sales tactic and product signal that works best (or flops), you can experiment to continuously improve.
Sales leaders have full control over what reps see to drive efficiency and focus for their sales teams. Plays offer clear guidance and actions like “Add to Outreach sequence” or “Create Lead in Salesforce.” This enables repeatable success, speeds up ramp times for new reps, and ensures each rep is performing like your top rep.
The most common plays that sales leaders run in Calixa are:
Once leadership has defined the best ways to act on top accounts, it's critical to make these plays simple for reps to access. That’s where the Deal Inbox comes in.
📥 Reps increase sales efficiency with the Deal Inbox
The Deal Inbox serves as a central hub for all active plays. It gives reps one dedicated place to act on their best accounts and most promising deals. Each rep can see the exact activity that triggered their alert and craft personalized outreach.
The Deal Inbox empowers reps with:
🔔 Speed-to-lead - Get real-time alerts tied to rep actions within the Deal Inbox. This helps reps take action right when they’re notified, instead of getting lost in different account views. Reps can easily organize alerts without worrying about missed sales opportunities.
👀 Full context - The Deal Inbox shows an account’s product adoption and user activity. Understanding the value users are receiving makes it easy to craft strategic narratives that touch on their company priorities.
⚡️ Actionability - Plays within the Deal Inbox make product data actionable for reps. Sales leaders provide guidance, so reps can quickly take meaningful action at the right time – such as sequencing and deal creation. The result: all reps know exactly how to sell to different user cohorts to win deals.
Watch this 1-minute video to see it all in action: