A ranked list with reasons
Call the leads most likely to buy
Which leads will become customers, so the team calls them first?
A ranked list with reasonsIllustration with sample data
Chance · will become a customer · expected new revenue
- #104286%$420
- #107974%$1180
- #111663%$260
- #115352%$940
- #119041%$310
The problem
Reps call leads in the order they arrived, and the best ones go cold while they work the list.
What you get
Call these leads first.
Each case comes with what it is worth, so the list is sorted by money, not just odds.
What you need
Your HubSpot or Salesforce account, or a file of leads with their source and activity.
- HubSpot
- Salesforce
How it works
- 01
Connect your tool, upload a file, or use sample data.
- 02
We learn from your past cases, check the result is honest, and explain it in plain words.
- 03
You get the list to act on, with reasons and the money at stake.
Related solutions
- How long until it happensWhen this deal will closeClose dates in the CRM are guesses that slide every week, so the month's revenue is a surprise.Ready-made settings
- The closest matchesFind the right past answer for a proposalEvery RFP is rewritten from scratch because last year's answers are buried in folders nobody can search.Ready-made settings
- A ranked list with reasonsFocus on the deals you can winEvery rep believes in their pipeline. Time goes to the loudest deals, not the ones that will close.Starts in one click
Also for Sales
- Subscriptions & SaaSA ranked list with reasonsWhich trials will convertMost trials end in silence. The ones that need a nudge look the same as the ones that never will.Starts in one click
- Subscriptions & SaaSA ranked list with reasonsWho is ready to upgradeUpgrade offers go out on a calendar, not when the account is actually outgrowing its plan.Starts in one click
- Finance & accountingA ranked list with reasonsWhich customers to give credit toNet-30 terms go to everyone, and one bad customer can wipe out a quarter's margin.Starts in one click