Pipeline Updates

Inaccurate forecasts driving you crazy?
Operations
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How it works

This Sudo Skill is designed to help your sales team keep their pipeline up-to-date without any effort. The key is to pro-actively request updates at the right time. Sudo knows when they have relevant meetings, so it can prompt them at the right time about each opportunity. It also knows when the data on an opportunity is getting stale. On any of these triggers, Sudo sends a simple message to the opportunity owner showing them the current state of the opportunity:

Prompt requesting updates to opportunity


Editing couldn't be easier:

Opportunities can be updated inline, without having to log in to Salesforce

Typical Results

Organizations that implement this Sudo Skill typically see the following benefits:

  • 28% reduction in "stale" pipeline data
  • Qualitative increase in AE job satisfaction

Customizing this Skill

This Sudo Skill can be completely customized to your pipeline:

  • Parameters for defining "stale data"
  • Parameters for defining relevant opportunities (e.g., record types, all stages or only after a certain stage)
  • Which information from the opportunity to display
  • Custom fields/validation rules required on stage changes

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