Detect Deal Stalls Early: Monitor & Act on Active CRM Opportunities

Play 1: Monitor Developer Activity & Set Up Slack Alerts

Active opportunities can go cold without clear warning signs. Monitoring developer engagement ensures that deals stay on track by detecting potential inactivity or renewed interest.

{{playbook-callout-42}}

Steps to Set Up Slack Alerts for Ongoing Monitoring:

1. Navigate to Your Segment:
   • Go to the Segments section in Reo.Dev.
   • Find the Opportunities Accounts segment you created.
2. Enable Alerts:
   • Click on the Get Alerts button next to your segment.
3. Monitor the Activity Timeline in Reo.Dev for signals indicating a deal is progressing or stalling.
4. Take Action Based on Insights—if engagement is low, re-engage the account with tailored outreach; if engagement is increasing, align next steps with the buying team.

{{playbook-callout-46}}

Play 2: Sales Managers — Assign and Share Segments with AEs

Sales managers can create dedicated opportunity tracking segments for each AE, ensuring that every rep has focused visibility into their assigned accounts.

{{playbook-callout-47}}

Steps:

1. Create an Opportunity Segment for each AE using CRM Owner as a filter.
2. Share the Segment with the assigned AE through Reo.Dev’s segment-sharing feature.
3. Add Notes for Context while sharing the segment, providing insights or key actions to take.
4. Encourage AEs to Set Up Alerts to stay proactive in tracking engagement.

How to Share & Add Notes:

• Click on the "Share Segment" button.
• Select the CRM owner’s name from the list.
• In the notes section, provide guidance on what actions to take.

Example Note for CRM Owner:

This segment contains your late-stage opportunities that have ongoing developer evaluations. Monitor these accounts closely, set up Slack alerts, and follow up based on their latest activity to ensure the deal stays on track. If you notice a drop in engagement, reach out proactively!

{{playbook-callout-48}}

{{playbook-callout-41}}