Know why your deals moved before the forecast call.
Example: Discount depth in one region doubled in 10 days. Snowfire raises the Signal with the three reps behind the pattern and the deals they’re on.
750+ connectorsAbout 24 hours to first lookSOC 2 Compliant
Discount depth in one region doubled in 10 days.
Discount depth, this region
9%to18%Doubled
Other regions 8%
- Why
- Three reps account for most of the change, across the deals they’re on.
- Next step
- Review discount approvals on those deals before the forecast call.
- CRM
- Finance
What Signals flag for Revenue
- Deals that moved. Stalled in stage, pushed out, shrunk or pulled forward, with the activity behind each one.
- Accounts that went quiet. Usage, activity or engagement that dropped, with the account owner attached.
- Segments and partners off pace. Which sources, regions or partners are filling pipeline, and which aren’t.
- Outside events on your accounts. Leadership changes, funding, competitor moves and news, tied to the deal they affect, with a link to the original story.
Forecast week with Snowfire
Monday, a Signal lands: three late-stage deals in one region went quiet, and an External Signal shows a competitor cut prices there on Thursday. Before the forecast call, the CRO asks Chat which reps own those deals and when each last met the buyer. The CRO walks in with a plan for those three deals instead of a guess about the region.
The cost of a forecast built on the roll-up
By the time the number reaches the CRO, it has passed through several hands and several systems. A deal that went quiet two weeks ago can still look fine in the forecast. A competitor’s price cut can show up as a string of losses before anyone connects them.
The cost lands in the forecast call: a commit you can’t defend, a miss you could have seen a month earlier, or a quarter spent coaching the wrong deals. Signals read the CRM and the systems around it directly, so the call starts from what moved, not from the roll-up.
How it works, step by step
- Connect your CRM and the systems around it.Salesforce or HubSpot, plus finance, product usage or support. Snowfire has 750+ connectors, and you get a first look at your data in about 24 hours.
- Agree on the revenue metrics.Pipeline, commit, win rate, bookings and churn each get one definition, with the formula and sources visible, so Revenue and Finance stop debating the number.
- Let Signals watch the pipeline.Internal Signals flag deals that stalled, pushed or shrank, and show how far the metric moved. External Signals track competitors, news and regulation, using competitor company details to keep the feed relevant.
- Ask why before the call.Chat answers which deals, which reps and which segments, with the records behind each figure.
- Get the update before the call.A scheduled prompt delivers a pre-call update to email or a connected messaging channel on the days your forecast cadence needs.
What each revenue leader sees
- CRO:What moved since the last call, the segments off pace, and the outside events behind them, ranked by impact.
- Regional and sales leaders:The deals in their region that went quiet, with owners and last activity.
- RevOps:The metric definitions everyone forecasts against, and the pipeline sources running ahead of or behind plan.
- CFO:The same deals and the same bookings definition, so the sales forecast and the finance forecast reconcile before the board sees them.
Two more Examples
Example · Discount drift Discount depth in one region doubled in ten days. The Signal lists the deals behind the move and the three reps carrying most of the discount. The CRO interrogates those deals in Chat to see which competitors appear, schedules a weekly discount update to the regional leader in Slack, and sets a discount review before quarter end.
Example · A renewal at risk Usage at a large account fell over a month, and the account’s executive sponsor changed jobs. One Signal holds both facts with the renewal date attached, so the account team acts before the renewal call instead of during it.
Want to see this before your own forecast call?
Already have CRM dashboards and call tools? Keep them.
Your CRM holds what reps entered. Your call tool records what was said. Snowfire combines those with finance, product and market data, and raises the deals that need you before the roll-up does. Nobody builds a new dashboard.
What IT needs
- Access to the CRM and the systems around it, starting with the ones behind the forecast call.
- Snowfire is SOC 2 Compliant and runs in our cloud, your private cloud (VPC) or on-prem.
- Send IT the Security and trust and Connectors pages before the first call.
Questions
Questions Revenue executives ask Snowfire
- Why did commit drop this week?
- Which deals over our threshold moved backward since Friday, and why?
- Which segments are behind pace this quarter, and why?
Does Snowfire replace our CRM?
No. It connects to your CRM and the systems around it.
Can I control what I get flagged on?
Yes. Edit a Signal’s name, description and meaning, attach or remove the metrics it relates to, dismiss what isn’t relevant, and choose how long Signals stay active before they archive.
Where do Signals reach me?
In the app, Slack, Teams and email, with a link to the original source.
How soon do we see our own data?
First look at your data in about 24 hours.
What does it cost?
Pricing is Enterprise.
See which of your deals Snowfire would flag.
What happens in the demo
- Tell us your business unit and the decision you make every week.
- See the Signals Snowfire would raise for that unit.
- Ask your weekly questions and see the source behind each answer.
- Hear what setup involves and how security works. First look at your data in about 24 hours.