A solters platform module for sales leaders: set an event, response deadline, and working hours. If the deadline is missed, the sales leader receives a notification with the deal and person responsible; CRM actions are enabled separately.
Create an account. For your data, you need a CRM connection, the necessary rights and module settings. Conditions for access to the module are specified separately.
The rule sets the response time for a lead. Then they count the minutes: the answer is within the threshold - the work is going according to plan; the threshold has passed - the signal has already been received by the manager.
The sales rep responded to the lead before the deadline: the rule was not breached, so no alert is sent.
In this example, only the call criterion is enabled. No sales rep call is recorded by the deadline. The stalled deal triggers an alert to the sales leader when the threshold expires, instead of appearing only in a monthly report.
An alert prompts a review while the deal is still open.
The reason and the next step are determined by the manager: the platform makes the violation visible in a timely manner.
Set the deadline and working hours, select the funnel and event - analyze the signals to check the situation before the loss, rather than looking for lost deals at the end of the month.
For example, only the manager's call is selected. Commentary and stage change are not included as criteria. The task and comment in CRM are included separately, transmission is disabled. Having a call does not mean a successful conversation.
Funnel event, deadline in minutes and working time are three parts of one rule.
The message contains the deal, the deadline and the person responsible - the issue is closed with one glance.
Vector LLC deal — no response for 15 minutes against a 15-minute threshold. Responsible: Michael S.
This rule includes a task and a comment: they are added to the CRM. Transmission is turned off.
Depending on the rule settings, the platform creates a task, adds a comment to the deal, or reassigns it to another sales rep.
An SLA rule is a management decision, not a platform constant: the deadline, schedule and events are set by the manager.
A new lead, a deal entering a stage, or a bot task can trigger a rule based on a funnel event.
You set the lead response time. The threshold changes when the process or channel changes.
Days and hours from the rule: time outside the schedule does not burn down the reaction time.
Signals will come more often than the team has time to respond, and management will stop reading them.
The threshold should be triggered before the client cools down: the deal is lost faster than the monthly report ends.
Four steps from signal to reaction test. This is a management routine, not a promise of automatic sales.
Signal in Telegram or MAX: deal, deadline and person responsible - without opening CRM.
The context is nearby: communication history, comment about the violation and the person responsible.
The task, comment and transfer to the specified manager can be enabled separately. The decision on how to continue communication with the client is made by the person.
Based on the following signal and CRM data: the rule tracks the deadline again.
The signal has a deadline, a person responsible and a history - you can sort it out before calling the client, and not after the loss.
Other rules may count comments. Reassignment is separate and does not change the stage.
Start with one task in the platform. If you need help with permissions or setup, please contact us.
Open the platform registration form. This is access to your account, not ready-made data.
Choose a supported CRM and grant the required access to deals and calls. A CRM administrator may be needed.
Select a task: event, threshold, working hours (Moscow time), reaction criterion and recipient. Enable actions in CRM separately.
Check the event and deadline in CRM, notification receipt and only included actions.
Create an account. For your data, you need a CRM connection, the necessary rights and module settings. Conditions for access to the module are specified separately. Registration does not replace data connection and does not automatically enable the rule.
One problem is solved here: monitoring the reaction time. This is a module of the single solters platform. Next to it are call assessments, reports and other modules.
More questions - write to us.
Need help setting this up? Leave your name and phone number to discuss CRM data, permissions, and a response rule for your team.
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