Opp Next Step Final

Product Release: Opportunity Next Step

Pipeline reviews provide the opportunity for managers and leaders to dissect their teams’ pipelines to reveal where deals are at risk and where they need to be focusing their time.

This follows a simple four-step process; analyze the deal, work out what is working, identify what needs to be done – and then update the next step.

With the release today of the Opportunity Next Step, we are completing the circle and enabling teams to conduct entire pipeline reviews from within Ebsta’s Revenue Intelligence Platform.

When the next review meeting comes around, managers can dive into how their reps’ pipeline is performing, identify deals at risk, and coach them to get the deal back on track. Then it’s simply a case of recording the next step within Ebsta which then syncs automatically back to your CRM.

This simple process helps managers to turn insights surfaced by Ebsta into an action plan for reps’ to follow. Not only does this improve efficiency, but it also helps to build accountability by ensuring reps commit are committing to doing something about it which is all recorded back into your CRM.

As the next pipeline review meeting rolls around, you can then quickly determine whether that next step has been taken or not, further supporting teams’ to focus on the deals that are most likely to close.

The Opportunity Next Step is live in Ebsta’s Revenue Intelligence Platform starting today, and is available to customers with the following subscriptions;

  • Professional 
  • Ultimate 

To empower your pipeline reviews, get started for free with Ebsta today.

Speak with our experts and see how Ebsta will help improve your sales

New call-to-action
New call-to-action
Logo Icon (White)@2x

Newsletter Signup

Share this article

Related Content

How to Demonstrate ROI of Revenue Operations with Julian Hannabuss, Director of Revenue Operations at Procurify

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Julian Hannabuss, Director of Revenue Operations at Procurify, a leading procurement and purchasing software company that lets teams track, control, and analyze all business spending so they can scale faster. Julian shares his insights on how revenue operations should present their revenue outcomes and can drive organizational value to the board. He also shares his insights on the difference between high and average performers in the sales and revenue teams. Julian shares some tips on how to mitigate churn at your company.

How to Build Your Pipeline Through Social Selling with Tim Hughes, CEO of DLA Ignite

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Timothy Hughes, CEO of DLA Ignite, a strategic advisory and consultancy enterprise that enables organizations to leverage social selling to convert pipeline leads. Tim shares a three-step social selling process to build pipeline leads and highlights how conversations rather than content play a pivotal role in the conversion process. Conversions pivot around educating the prospects on their pain areas and then offering solutions to resolve the issues. The episode is also a gold mine for sales leaders looking for insights that are easy to adopt and implement.

The Four-Step Framework to Reimagine Sales Teams with Ben Stroup, President at Velocity Strategy Solutions

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Ben Stroup, President at Velocity Strategy Solutions, an on-demand strategy and management consulting firm. Ben shares his insights on how Velocity uses people, processes, technology, and data to reimagine sales and revenue teams, and move the needle toward a modern-day revenue operation and management approach. Companies must move from monitoring lagging indicators like revenue to analyzing leading indicators like customer acquisition costs (CAC) and customer lifetime value (LTV). Ben also touches on the importance of aligning internal teams to a common goal.