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Stage Duration Salesforce Workflow

Does your reporting and inspection show you that you have stuck deals in your pipeline? Troops' Stage Duration Salesforce workflow is the easiest way to proactively catch stuck deals that are slipping out of your pipeline. Part one of this automation is determining which stages in your sales pipeline you want to monitor for stuck deals. Once these are chosen, stage duration salesforce rules can be customized for a certain number of days for each stage. Maybe you want to have longer periods at the top of the funnel and a tight grip on deals when they are in negotiation or contracts are sent.

One of the best parts about Troops' Stage Duration Workflow is that it can be constructed so that it’s both collaborative and actionable. When Troops finds a stuck deal, you can add managers to the notification so that they can help coach reps through what the next step should be in a group message. You can also attach easy actions so that if a deal needs to have next steps updated or be marked as closed lost, reps have an easy path to do that right there. Try this workflow with your team for free today by creating an account!


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Stage Duration Salesforce Workflow
  • Custom Trigger Filters
  • Custom Salesforce Actions
  • Real-time
  • Cross-Object Attributes
  • Routing to Salesforce Reference Users, Slack Channels, and Direct Messages
Services
Salesforce, Slack

Object
Opportunity

Roles
Sales, Sales Ops, SDR

Value Category
Monitor deal progress

Suggested Actions
Change Stage, Closed Lost, Email
Stage Duration Salesforce Workflow