Tray-IO Blog 11

Drive sales-marketing alignment by sharing sales wins

July 8 2020

Andrew Slate

By Andrew Slate

Tight alignment across sales, marketing, and customer support teams can increase retention rates 36% and sales win rates 38%. But as organizations like yours adapt, scale, and become increasingly remote, insular processes and siloed information can chip away at your team’s efficiency and cohesion.

One of the obstacles to true alignment in revenue organizations is a lack of awareness and education around sales wins. After all, these wins can be the clearest indicator of what strategies, campaigns, and tactics are actually growing your business. Sales teams use them to distill best practices in their reps. Marketing managers can track them to understand which offers are converting best. And support agents rely on the context from these wins to smoothly onboard new customers.

In this post, we’ll show you how to surface new sales wins to your entire go-to-market organization (via collaboration tools like Slack and Microsoft Teams), helping sales executives score more deals, marketing pros increase conversion rates, and support agents better retain your customers. Sharing sales wins will provide your entire organization with valuable deal context from your CRM (like Salesforce), including deal size, win/loss notes, account ownership, and more.

Not to mention, sales wins alerts can boost morale and instill a sense of camaraderie among your teammates:

sales wins big generic The team celebrating their latest win

To create our automated alert, we used a General Automation Platform (GAP), a low-code platform for designing automated processes called workflows. Each workflow integrates multiple cloud-based applications, and, with the help of logic-based helpers, automates high-value processes to drive efficiency and scalability across your organization.

Walkthrough: Automating sales wins alerts

We’ve separated our walkthrough into two stages:

  1. Listening for opportunity stage change - First, we listen for any change in record opportunity stage in our CRM, Salesforce. Then, we access our CRM to pull additional information about that record, including deal size, notes, and account owner.
  2. Sending stage-specific alerts - Once we’ve gathered all of the information we need about the opportunity, we filter it based on the opportunity stage and prompt our workflow to send a stage-specific alert to the team using Slack. If the opportunity is closed-won, we send a sales win alert.

Check out this live demo to see the workflow in action

Stage 1: Listening for opportunity stage change

To start, we need to define when we want the workflow to run. Beyond sales wins alerts, you can use our same process to kick off any number of stage-based sales processes, including:

  • Closed-lost updates to optimize the sales process and monitor wins by competitors
  • Deal desk approvals (check out this post to learn more)
  • Churn alerts (check out this post to learn more)

In the interest of supporting these use cases in the future, we’ll set our workflow to run whenever a record’s opportunity stage changes. Here’s how we set that up in our GAP:

Screen Shot 2020-04-13 at 5.05.25 PM Listening for stage change and getting record information

On stage change - We use a Salesforce trigger to listen for any opportunity stage change. When a stage change occurs, we run our workflow.

Note: GAPs give you the flexibility to specify your trigger to run only for certain stages. Or, you can swap it for a different operation altogether, including scheduled or manual triggers.

Get opportunity - Once we’ve identified a new opportunity stage change, we pull any information associated with the opportunity record in our CRM. This information includes details like deal size, win/loss notes (if applicable), lead source, and other important context.

Find opp owner - Next, we find the opportunity owner, which returns the sales executive that owns this account internally.

Find account - Then, we search our CRM to find an associated account so we can gather additional context not found at the opportunity level.

Format currency - Finally, we use a simple text helper to format our deal size into a clean value in USD.

Stage 2: Sending stage-specific alerts

Now that we have all of the context we need from our CRM, we can route each opportunity to a stage-specific alert. To send an alert based on the opportunity stage, we use a branch helper, which lets us assign different logic to different outcomes.

Screen Shot 2020-04-13 at 5.05.38 PM Sending alerts on stage change

If the opportunity is in the proposal stage

Call deal desk - If the opportunity is in the proposal stage, we use our call workflow helper to send an alert to our deal desk channel. Check out our post on how to streamline strategic sales with an automated deal desk for a more-detailed look at this process.

If the opportunity is in closed-won stage

Send win alert - We use the information we compiled in our first stage to send an alert to our sales wins channel in Slack. Here’s the result:

Screen Shot 2020-07-08 at 4.27.13 PM copy Sample sales win alert

Note: Curious how we populated win/loss notes in our CRM? Stay tuned for an upcoming post featuring win/loss context automation.

Pick AE GIF - As an added morale booster, we let each sales executive at choose a personal victory GIF to share alongside the win alert. This data mapper helper matches our AE to their chosen GIF (like this one):


Send AE GIF - Finally, we send the AE GIF and conclude our workflow.

You just surfaced your team’s latest big win to your entire go-to-market organization. With this information, your sales team has a direct line of sight into successful deals, your marketing team can better understand what offers are converting best, and your support team can quickly reference deal context. As an added plus, big wins will inevitably boost morale and make your team feel more invested, even in remote environments.

sales wins celebrate small

Integrate people and process with tech stack automation

Automation is the key to driving process efficiency and making the most of your existing tech stack. Check out our library of workflow walkthroughs designed to maximize revenue and increase productivity:

And if you’re interested in discovering more creative ways to use automation to improve your go-to-market processes, sign up for our next weekly group demo.

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