Monitor Dev Activity in your assigned CRM accounts

Play 1: Set Up Slack Alerts for Your Assigned Accounts

Once your segment is created, set up Slack alerts to be notified when developer activity occurs within your accounts. This allows you to track evaluation signals and respond at the right time.

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Steps to Set Up Slack Alerts for Ongoing Monitoring:

1. Navigate to Your Segment:
   • Go to the Segments section in Reo.Dev.
   • Find the CRM Owner segment you created.
2. Enable Alerts:
   • Click on the Get Alerts button next to your segment.

This ensures that no warm account slips through the cracks, allowing you to engage the right accounts at the right time.

Play 2: For Sales Managers — Share CRM Owner-Specific Account Segments to AEs & SDRs

Sales managers can create dedicated account segments for each AE or SDR based on CRM ownership and share them individually. This ensures every rep gets a focused list of their assigned accounts, along with real-time activity insights to drive timely engagement.

Steps:

1. Create segments for each rep based on CRM Owner → Select Rep’s Name.
2. Share the Segment with the CRM Owner & Add Notes.

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 includes your assigned CRM accounts showing recent developer activity. Keep an eye on new engagements and use Slack alerts to track key signals. If you see a spike in activity, re-engage the account with relevant outreach or coordinate with marketing for targeted follow-ups.

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