Sales
Never miss a change at your most important accounts.
For your key customers and prospects, this workflow monitors for important signals — leadership changes, funding events, product launches, and news — delivering timely alerts so you can engage at the right moment.
Workflow Steps
How this workflow runs
Strategic account list input
System InputYou define your list of key accounts to monitor — top customers and priority prospects.
Daily signal monitoring
Deal Flow MonitorDeal Flow Monitor monitors each account for significant events — news, leadership changes, funding.
Signal classification
Deal Flow MonitorEvents are classified by type and significance — buying signals vs. risk signals vs. engagement opportunities.
Rep notification
System OutputAccount owners are notified of significant signals with context and suggested next action.
Weekly account digest
Weekly Business DigestA weekly digest summarizes all signal activity across the strategic account list.
Triggers
What starts this workflow
Daily monitoring schedule
Weekly digest schedule
Outputs
What you get when it runs
Immediate rep alerts for significant signals
Weekly strategic account digest
Signal log in knowledge base
Suggested actions per signal