Wave goodbye to losing deals and lets dive deeper with Deal Risks
Jiminny's main aim is to make life easier for you, and for you to win! Introducing Deal Risks, this feature allows you to set trigger points for every crucial moment within a deal, so you never miss an opportunity to act quickly. Diving in we are able to provide top class feedback and alerts on which deals are best to engage with, allowing you to focus on deals which matter the most 😎
Why Deal Risks?
With Deal Risk you are able to Keep a closer eye on every crucial moment within your deals by customising and amending your alerts on a per team basis. As part of Jiminny, You get Grade A access to all Risks, enabling you to drive success within your team.
How to set up Deal Risk Triggers 😁
Once we hover over the Yellow boxes within the Deal Risk column, it will show you the potential deal risk within each opportunity.
Deal Risk can be customized per team basis.
To enable this feature you need to go to Organization Settings > Teams.
Click on the Deal Risk button on a team and you will be displayed with the below:
Now looking at this box, this is where you will tailor the boxes to what's important for your team. This will be tailored based on your sales process, your sale length of cycle or how you like to run your sales motion.
Cheat sheet to understand what each box represents
No Recent Activity (In days) If there has been no activity with client for X days, it creates a deal risk.
No Response (In days) If client hasn't responded in X days, it creates a deal risk.
Deal Value Decreased (in %) If a Deal value decreases by more than X%, it creates a deal risk.
Single Threaded Deal (number of contacts) Define how many contacts need to be actively engaged at a minimum. Single point of contact is a major risk generally.
No Future Activity Scheduled - If there are no future activities related to a deal, It creates a deal risk.
Close Date Passed - If a deal goes passed a closed date, It creates a deal risk.
Competitors Mentioned - Turning this on will mean that Jiminny tracks all competitors that you've identified (when you've curated a list in Themes -> Deal Risk, Topic -> Competitors) and automatically triggers a deal risk when they are mentioned in a customer interaction. If you want to exclude any competitors, you need to manually enter them in the box shown below:
No Change In Deal Stage For (In days) If a deal hasn't been updated in X amount of days, a deal risk will be created.