Addressed Overdue Opportunities & Data Quality Issues With In-App Tooltips on Salesforce CRMCopy Link
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Overview
A sales org struggled with poor CRM pipeline data hygiene due to a high number of overdue opportunities, leading to lost revenue and inaccuracies in sales forecasting. By implementing Whatfix’s personalized Smart Tips and guided Flows, the company significantly improved pipeline data quality and reactivated dormant opportunities.
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The Problem
Sellers lost track of opportunities that were past their close dates, resulting in dropped or lost deals. This not only led to missed revenue opportunities but also caused inaccuracies in sales reporting and forecasting due to poor CRM data quality.
The Whatfix Solutions
Whatfix was used to deliver personalized popup notifications to sellers, reminding them of opportunities past their close dates or approaching within three days. Sellers were then guided to a custom report showing all overdue opportunities mapped to them, with a nudge to save the list under favorites for easy access. This proactive approach led to a significant cleanup of the pipeline.
Value on Investment
76% of overdue deals resolved in the first 3 months, greatly enhancing pipeline data quality.
Reactivation of dormant opportunities which contributed to an increase in active pipeline.
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