Like a Faithful Sheep Dog Keeping 24/7 Watch
On Your Sales Funnel for You
Welcome to JLytics’ Sales Funnel Alerts, your ultimate partner in maintaining a healthy sales pipeline. In today’s fast-paced B2B landscape, a robust sales funnel is crucial. Our Lead Funnel Alerts service strives to alleviate the pressure of watching over your pipeline daily, creating a more manageable, efficient environment for your business growth.
WHAT WE DO FOR YOU
Features of Our Sales Funnel Alerts Service
HISTORICAL PERFORMANCE ANALYSIS
We collaborate with you to establish a baseline based on your past deal performance
SECURE CRM INTEGRATION
Our team draws accurate data fields from your CRM, such as HubSpot or Salesforce, promising data integrity
DAILY LEAD FUNNEL MONITORING
We software observes your lead funnel regularly, spotting changes – including opportunities and risks – promptly
INSTANT ALERTS
Any noteworthy variations in the funnel are conveyed immediately through text or email alerts
DETAILED DISPLAY IN DATA DASHBOARD
You may also access detailed information via your personalized data dashboard, down to the level of individual customers or projects
THE VALUE WE DELIVER
Benefits of Our Sales Funnel Alerts Service
STRATEGIC FOCUS
JLytics helps you home in on the critical metrics for an optimal sales pipeline
HASSLE-FREE MONITORING
Save valuable time and resources
COST AND TIME SAVINGS
Eliminate the need to allocate your IT or business intelligence teams’ resources for monitoring efforts
PEACE OF MIND
Ensure your sales organization is developing a steady stream of business opportunities with continuous monitoring, managing your sales pipeline health efficiently
CONFIDENCE BOOST
Assist those less comfortable with data interpretation to understand their business’s sales pipeline better
Give Yourself a Leg Up on What Your Sales Team is Doing Lately
Understanding the dynamics of your deal funnel (or pipeline) is paramount to a successful business venture. As an executive or owner, time is your most valuable commodity – an asset we aim to help you reclaim. Our Sales Funnel Alerts service steps in to offer a smarter way of monitoring your sales progress without needing to monitor critical changes to your funnel manually.
Our service operates in an uncomplicated, efficient manner. We begin with historical data analysis, pulling essential data from your customer relationship management software (CRM) and establishing a realistic baseline for each type of lead: open, won and lost deals. We then monitor your lead funnel daily. Noteworthy changes trigger instant alerts, detailed in your personalised data dashboard for a comprehensive review.
Leveraging our Sales Funnel Alerts service gives you the opportunity to step in to personally help close more deals or coach your sales team on how to do so. As alerts keep you apprised of shifts in your sales funnel, you are equipped to respond decisively. Emergent opportunities can be seized, risks can be mitigated, and your sales process can be continuously tailored for optimal success. As we take over the task of monitoring your sales funnel, you unlock the freedom to focus on strategic marketing initiatives.
