Utarbeidet med KI.
Agreements that sit idle are the quietest source of lost sales. A simple reminder catches most of them.
Thirty days without any recorded activity is a common starting point. If you have long sales cycles, set it higher. A threshold that affects half the pipeline will be ignored.
A flow that runs weekly and identifies active sales opportunities with no activity in the past X days. Weekly is enough—daily notifications about the same thing become noise.
Customer, value, last contact date, and direct link. Without the link, you lose most people on the second click.
The alert reaches the salesperson. The sales manager needs a consolidated overview for the review. Same criterion, different format.
Did the alerts lead to action, or were they dismissed? If the latter, the threshold is wrong or the list is too long.
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