Actionable alerts for sales reps
95% of sales reps at our customers use FunnelCake start their day – it's a great to-do list, has built-in SLA enforcement, escalation to sales managers, and one-click links that get reps using Salesforce.
Start your day right
Email alerts can go out every day and include everything reps need to focus on: leads and contacts that require follow-up, and the health of current opportunity pipeline.
Over 90% of sales process issues get cleaned up, and stay cleaned up, within 3-months of launching FunnelCake.
Notifications ask rep questions – and with one-click reps can head to a specific lead, contact, or opportunity to Salesforce to fix issues quickly.
You’ll find common pipeline issues like deals with:
leads that have been assigned, but not picked up by a sales rep
opps that have no recent activity
have close dates in the past
spend too long in one stage or are older or larger than anything your team has ever won
and custom red flags for your team
Break through the noise
One easy-to-read email that has everything you need to know about your pipeline. It’s a clear, focused to-do list – in one place, at the same time every day.
Find risks early
At-a-glance risk assessment uses your team’s service level agreements, industry best-practices, and organization-specific red flags to highlight when leads and opps are at risk – early enough for you to fix it.
Reps beat their comp plan
Reps using FunnelCake close up to 31% more business by staying on top of sales process.
Reps can save face
Reps have 24 hours to fix issues before Sales Managers gets a summary of outstanding red flags the next day, building a coaching and accountability loop.