Make sales performance better with nudges
Table of Contents
Nudges are messages that Aviso AI sends to the users to remind them of their deal pipeline and alert them to new opportunities. Nudges enable sales teams to easily uncover actionable insights from a variety of sources, including their CRM data, Salesforce Analytics, and customer data, to create customized nudges. These nudges then are shared in a single place, accessible to all sales personnel, helping them drive productivity, accelerate deal growth, and grow the pipeline.
Nudges are delivered through email digests, mobile notifications, and push notifications. The Nudges not only help prevent deal slippage by reminding users to act early and often, but they also expedite deal execution by nudging different sales team members with insights and actions that matter most to moving a deal forward.
Aviso AI provides many nudges to the sales personnel and recommends actions accordingly. One such example of a nudge is the Anomaly nudge. The anomaly nudge identifies the deals stuck in the same stage for over 30 days and provides the notification to the sales representative. This saves both time and money by notifying them of these potential lost opportunities.
Anomaly Nudge:
Currently, Aviso Al uses the following generic nudges
Nudges | Description |
Scenario Nudges | To show a user the status of the deals in the current quarter and compare it to the past or next quarter. Also letting the user know in advance to move the deal in the right time to reduce the risk of losing a deal. |
Decline in aviso Win Score | To alert the users in advance when there is a high risk of losing a deal. |
Anomaly Nudge | To let a user know if the stage has not been updated for a certain period of time. |
Pullin Deals Nudge | To let the user know about the deals which could be pulled in from the next quarter to the current quarter and be closed in the current quarter itself. |
Next quarter Coverage ratio | To let a user track of your coverage ratio to monitor your quota. |
Rep Closing Metrics Nudge | To give a view of how the user is closing the deals compared to the last quarter and the same quarter previous financial year. |
Deals At Risk Nudge | To let a user know the list of deals that are in Commit but are at risk of not closing in the current quarter. |
Upside Deals Stats Nudge | To let a user know the deals with a high probability of closing within this quarter. |
Non-Commit Nudge | To let a user know about the deals that are not in Commit and also moving quickly through the sales stages, and have a high probability of closure in the current quarter. |
DLF nudge ( Deal level Forecast) |
DLF accuracy
|
Discount recommendations | To recommend an ideal discount for the deal progression. |
Upsell recommendations | To recommend a product combination for the deal product mix. |
Revenue pace of your team | To let you track your teams pace. |
Update your competition | To provide insights related to the competition. |
Account Churn due to lack of activity | To alert the accounts with low or no activity |
Next best contact | To help you identify your next best contact for the opportunity. |
Service Ticket alerts | To alert the accounts with support ticket data that is sensitive to renewals |
Make or Break deals | To help you identify the deal that could make or break the quota for the quarter. |
Late Stage Coverage ratio | To let you track your coverage ratio to monitor your quota. |
Performance leaderboard | To let you track your low performers and coach them at the right intervals. |
Stacked against competition | To recommend competition insights at right intervals |
Pipeline Conversion | To let you know of your bookings from the existing pipeline. |
Single Threaded Conversations | To highlight the opportunities that have single threaded conversations. |
Schedule meeting | To recommend the sales rep to scheduling meetings. |
Objection Moments in email conversations |
To let the reps know of the objection moments in the customer email conversations. |
Capture the buyer sentiment in the call conversations | To let the reps know of the negative buyer sentiment in the call conversations. |
Conversion rate | To notify the user if the percentage of conversion from the commit pipeline to booking is less than the average of those of the last four quarters. |
Out Quarter Pipeline | To notify the user if the pipeline being generated is not enough to meet the quota in the next quarter. |
Pipeline Conversion | To notify the user of Aviso AI booking prediction from the existing pipeline. |
Late Stage Coverage Ratio | To notify the user if the Late Stage Coverage Ratio is less than what it should be to meet the quota in the current quarter. Aviso AI recommends reviewing the upside deals and pulling deals to add more deals to the Commit pipeline. |
Get notified through Slack or Microsoft Teams when you have a due for forecast update
Aviso recommends that you update your forecast before it's due so you will always be on top of your sales. If you didn't update your forecast and it's due, you will receive a notification about the same through Slack or Microsoft Teams, which you have configured in your organization.
Configure Slack or Microsoft Teams for notifications on forecast update
Admin can configure Slack or Microsoft Teams to enable the sales reps or leaders receive notifications whenever there is a due to update the Forecast on the Aviso platform.
- Create a user account on Slack or Microsoft Teams based on what you use in your organization.
-
Create authorization codes for the dummy account and share it with the Aviso implementation team.
Aviso implementation team then configures Slack or Microsoft Teams with Aviso AI. After the configuration is complete, every sales rep or leader will receive notification if there is a due for the forecast update.