In sales, not all opportunities are treated equally. Some deals have the potential to redefine your quarterly numbers, shift team priorities, and transform customer relationships. These high-stakes opportunities, often referred to as “big deals”, require precise timing, strategic collaboration, and a focused approach to ensure success.
To help sales teams stay on top of these critical opportunities, Salesforce offers Big Deal Alerts—a simple yet powerful tool that ensures no major opportunity goes unnoticed.
What is a Big Deal Alert?
A Big Deal Alert in Salesforce is an automated notification system designed to inform key stakeholders about high-value opportunities in the sales pipeline. These alerts are triggered when an opportunity meets specific criteria, such as exceeding a designated revenue threshold and achieving a high probability of closing.
By keeping the right people in the loop at the right time, Big Deal Alerts help sales teams prioritize efforts, align resources, and close deals faster.
How to Set Up a Big Deal Alert?
Setting up a Big Deal Alert in Salesforce is quick and easy. Follow these steps :
- Navigate to Setup.
- In the Quick Find search, type Big Deal Alert and select it from the results.
- Enter a name for the alert (e.g., “High-Value Deal Alert”).
- Define the trigger criteria: set a trigger amount (e.g., $50,000) and a trigger probability (e.g., 80%).
- Specify who should receive the alert notifications, such as sales managers, opportunity owners, or other stakeholders.
- Activate the Alert
What Happens Next?
Once the alert is set up, it will automatically notify the designated recipients whenever an opportunity meets the specified criteria. These notifications are sent via email, providing real-time insights into high-value deals that require immediate attention.
Don’t let high-value opportunities slip through the cracks. Start by setting up a Big Deal Alert to ensure your team stays informed and focused on deals that matter most.
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