Recommended Actions for Opportunities

Recommended actions in opportunities are prompts that provide you with suggestions about how to reduce the risk of opportunities being lost. The prompts, which leverage artificial intelligence data, guides you by suggesting which actions can improve the likelihood of winning and closing deals.

You can regenerate the win likelihood and recommended actions by providing feedback and updating information for the opportunity.

Recommended Actions

Using artificial intelligence, system learning, and other data science capabilities, optimized recommended actions and predicted win likelihood data is presented to you for opportunities. Recommended actions provide insights into the possible issues in the opportunity and suggest recommended actions to improve your chances of winning the opportunity. You engage with those opportunities requiring the most attention and move them to the next sales stage. For example, suppose the role marked as the primary contact on an opportunity correlates with a low win rate in the past. The reason might be that this contact isn't the decision maker in the customer organization. Therefore, the artificial intelligent algorithm recommends that you check that the primary contact is the decision maker.

Other examples of recommended actions include:

• Schedule an appointment

• Focus on the top five deals to reduce sales volatility

• Perform competitive analysis

• Other opportunity-specific recommended actions prompted to move a deal to the next sales stage and closer to a win

Feedback on Recommended Actions

When you select a recommended action for a specific opportunity, a dialog box appears which provides additional information about the recommended action. There's also a link to any additional recommended actions to take for the selected opportunity. After reading the explanation or after you perform the action, you can indicate if the suggestion was helpful or not. You can also indicate whether the recommended actions were helpful with moving the opportunity to the next stage.

You provide feedback by clicking either Good Suggestion or Not Helpful. As soon as you provide your feedback, the recommendation isn't visible anymore.

Create a Task from Recommended Actions

You can create a task for each recommended action by clicking the Task icon from the contextual Recommendations dialog box. You can also create a task from the edit opportunity's recommended region page by clicking Create Task to create a related task for yourself.