The Lead and Opportunity prioritization module helps you prioritize the right leads and opportunities using Revsure’s AI to achieve your pipeline and booking targets. RevSure's AI engine helps you find out which leads and opportunities are more likely to be in the Pipeline and Booking and prioritize them.
The Lead Prioritization module is designed for your Marketing and SDR/BDR teams to prioritize the open Leads from the top of the funnel to generate more pipeline. It tells you which leads are more likely to be in the pipeline for your current and future quarters and lets your marketing and SDR/BDR teams prioritize them.
Filters
Select the filters that you would like to apply and click on Apply.
Select the period for which you want to view the funnel. This period refers to a date range in which a lead was created and is open in a stage at the end of the period. You can select a variety of predefined periods, such as Prev 365 days, This year, This Quarter, etc., or a custom date range.
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Funnel Stages with Prioritization
In the Lead Prioritization page, you can view leads in different stages of your funnel. For every lead stage, you will get a curated list of top leads that have the highest probability of converting to the pipeline and booking.
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Summary
This section has 3 tabs, which are explained below:
Top ‘x’
Recommendations
All
Top ‘x’
The Top 'x' tab gives you the top leads in each stage to prioritize. By default, there will be 4 cards: 'Top 100', 'Top 50', 'Top 25', 'Top 10', but this differs based on the number of leads in the stage itself. This ranking could be based on the Pipeline Probability for the current and future quarters, and the Booking Probability for the current and future quarters..png)
In the table below, you will see more details about the leads such as Lead ID, Account details, Region, Industry, Channel, Company size, how long they have been in the stage (Duration), how long they have been in the funnel (Age), Number of campaigns touched, Number of activities performed, and so on. You will also see how much pipeline or booking value in the current and future quarters is projected from that stage.
Recommendations
The Recommendations tab gives you recommendations for segments of leads that share similar characteristics, such as ‘Lead Source’, ‘Region’, ‘Industry’, ‘Company Size’, and so on, and why you should prioritize them. This is driven by the same pipeline and booking probabilities, by comparing these leads' average probabilities to those of the other leads in the same stage.
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All
The All tab gives you the list of all open leads in that stage, along with the probability of conversion to pipeline and booking of all leads in that stage, and leads in all lead stages.
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Card View
Clicking on card view from the table view gives you the list in the form of contact cards. The cards give you important information about the lead, such as Lead Name, Title, Account Name, Lead ID, Pipeline $ value, their velocity to stage (time taken for the lead to reach that stage), age, duration, region, employee size, and industry.
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Reli Prompt Filters
If you’re having trouble finding the right set of filters, use Reli’s prompt filters to filter the data you need.
For example: “Give me only leads that belong to the US with a high Overall Pipeline Conversion Probability”
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Side Panels
To see additional details about each lead, click the arrow to the left of a row to open the side panel.
Journey
The Journey tab in the Side Panel shows you the Lead's journey timeline in table and timeline format.
Use the top filters to filter by Engagement, Source, type of Engagement, and Engagement timestamp.
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AI Summary
The Reli AI Summary tab gives you the summary of the lead, such as Conversion Probability, Next Best Action, and Recommendations, such as the next steps to convert the lead.
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Chat with Reli AI
The Chat with Reli AI Tab lets you ask Reli questions about anything to do with the lead.
This tab comes with a Personalized Email Message Agent that helps you write a personalized Email to the lead, building on top of the previous interactions the lead has had.
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