Seeking Feedback on New Revenue Risk Alerts for Sales Follow-Up Accountability

Naren · 2026-02-05T13:22:33.458Z

RevOps/Sales Ops folks - quick validation question: Sales reps lose 20-30% of deals to bad follow-up timing. CRMs are terrible at reminding them when it matters. I'm building something that might solve this: alerts that assign OWNERSHIP + DEADLINES to revenue risks. Not "contract viewed 5x" (noise). But "@mike call Sarah by 3pm or this $87K deal goes cold" (accountability). Early insight from testing: The problem isn't signal detection. It's making inaction uncomfortable. Looking for 3-5 RevOps/Sales Ops leaders to gut-check the approach. 2 min demo - https://www.loom.com/share/765d5bceaa504485ba6b70fea7e30ec5 Would love brutal feedback. DM me or drop a comment.

Seeking Feedback on New Revenue Risk Alerts for Sales Follow-Up Accountability | RevGenius

8 comments

· Sorted by Oldest

Siddharth S.
·
·
Curious what makes you think crms don't have this functionality
Naren
·
·
Siddharth S. That’s a fair pushback. I agree CRMs can send reminders and alerts. Where I see teams still struggle is decision-making under load — reps get many reminders, but little help choosing which deal deserves attention now vs can safely wait. In other words, it’s not “no reminders,” it’s no enforced prioritization tied to ownership, time window, and consequence. Curious from your experience: do teams solve that mainly through manager process, custom CRM logic, or rep intuition today?
Siddharth S.
·
·
1.
reps have talked to the prospects so they know
2.
CRMs have inbuilt sentiments from AI that uses call transcripts to help with this
3.
there are several other qualifying factors that can tell reps what is important, like deal amount, how warm the prospect is, etc.
Naren
·
·
Siddharth S. I think we’re talking about slightly different stages, so let me clarify. I’m less focused on pre-contract prioritization (where CRM sentiment, deal warmth, and rep context absolutely help) and more on the post-contract gap — once a contract is sent, viewed, and sits unsigned. That’s where I keep seeing deals slip: reps assume momentum, signals exist (views, time since send), but there’s no explicit owner + time window for follow-up. Have you seen teams handle that stage cleanly with existing CRM tooling, or is it mostly manual/process-driven today?
Siddharth S.
·
·
? wdym? have you ever worked in a sales team. getting a contract signed = payday = commissions = leaderboard placement = everything. nothing else matters to sales people.
Naren
·
·
Siddharth S. fair point — 100% agree that commissions are lifeblood for reps...The gap I'm seeing (and hearing from others) isn't lack of motivation — it's lack of visibility into silent blockers - that reps don't control or even know about fast enough (e.g., legal holdup, procurement delay, internal approvals, or just prospect ghosting after multiple views). Rep assumes - they're not interested and moves on — deal dies quietly. The signal is there (DocuSign events), but it never surfaces to the rep or owner in time. Curious from your experience: have you seen deals slip purely because the rep didn't have real-time visibility into those upstream frictions, even though they cared a ton? How do reps handle or track 10-20 contracts per months ? How does sales knows the signals or intent - do they keep checking every alerts being fired?
Siddharth S.
·
·
I only see that issue where end users are enterprise clients and they need tonnes of docs and legal before signing. where the volume is over 20 signs a month, I have never seen this.
Naren
·
·
Siddharth S. Got it - really helpful perspective. Sounds like the gap is specific to enterprise/high-volume scenarios (20+ contracts/month, complex legal), not typical mid-market sales. Thanks for the time 🙏

Siddharth S.
·
·
Curious what makes you think crms don't have this functionality
Naren
·
·
Siddharth S. That’s a fair pushback. I agree CRMs can send reminders and alerts. Where I see teams still struggle is decision-making under load — reps get many reminders, but little help choosing which deal deserves attention now vs can safely wait. In other words, it’s not “no reminders,” it’s no enforced prioritization tied to ownership, time window, and consequence. Curious from your experience: do teams solve that mainly through manager process, custom CRM logic, or rep intuition today?
Siddharth S.
·
·
1.
reps have talked to the prospects so they know
2.
CRMs have inbuilt sentiments from AI that uses call transcripts to help with this
3.
there are several other qualifying factors that can tell reps what is important, like deal amount, how warm the prospect is, etc.
Naren
·
·
Siddharth S. I think we’re talking about slightly different stages, so let me clarify. I’m less focused on pre-contract prioritization (where CRM sentiment, deal warmth, and rep context absolutely help) and more on the post-contract gap — once a contract is sent, viewed, and sits unsigned. That’s where I keep seeing deals slip: reps assume momentum, signals exist (views, time since send), but there’s no explicit owner + time window for follow-up. Have you seen teams handle that stage cleanly with existing CRM tooling, or is it mostly manual/process-driven today?
Siddharth S.
·
·
? wdym? have you ever worked in a sales team. getting a contract signed = payday = commissions = leaderboard placement = everything. nothing else matters to sales people.
Naren
·
·
Siddharth S. fair point — 100% agree that commissions are lifeblood for reps...The gap I'm seeing (and hearing from others) isn't lack of motivation — it's lack of visibility into silent blockers - that reps don't control or even know about fast enough (e.g., legal holdup, procurement delay, internal approvals, or just prospect ghosting after multiple views). Rep assumes - they're not interested and moves on — deal dies quietly. The signal is there (DocuSign events), but it never surfaces to the rep or owner in time. Curious from your experience: have you seen deals slip purely because the rep didn't have real-time visibility into those upstream frictions, even though they cared a ton? How do reps handle or track 10-20 contracts per months ? How does sales knows the signals or intent - do they keep checking every alerts being fired?
Siddharth S.
·
·
I only see that issue where end users are enterprise clients and they need tonnes of docs and legal before signing. where the volume is over 20 signs a month, I have never seen this.
Naren
·
·
Siddharth S. Got it - really helpful perspective. Sounds like the gap is specific to enterprise/high-volume scenarios (20+ contracts/month, complex legal), not typical mid-market sales. Thanks for the time 🙏