Get alerted when key deals stall

Get alerted when key deals stall

Most deals don’t end with a clear “no”—they just fade away. A busy rep forgets to follow up, your champion gets pulled into another project, and a once‑confident commit quietly slips into next quarter.

Why stalled deals quietly drain your pipeline

Without a system watching deal momentum, risk hides in plain sight.

• Pipeline leakage: High‑value opportunities drift for weeks with no activity, then fall out of the forecast at the worst possible moment.
• Inaccurate commits: You roll up numbers that look solid on paper but are actually built on ghosted conversations.
• Last‑minute heroics: Managers only discover trouble in end‑of‑quarter reviews, leaving no time for save plays or re‑forecasting.

UpdateMate helps you treat deal velocity as a first‑class signal, not a manual gut check.

What proactive stalled-deal monitoring looks like

High‑performing sales orgs assume deals will stall unless something is actively keeping them warm.

• Clear “stalled” definitions by stage and value: You decide how long a deal can sit untouched before it’s considered at risk.
• Daily, prioritized lists for reps and managers: Everyone sees which opportunities need attention today, not next week.
• Tight loops with coaching and forecasting: Leaders can step in to help with at‑risk deals instead of only asking for updates.

With UpdateMate, you can build this as a lightweight layer on top of your existing CRM.

How to get alerted when deals stall with UpdateMate

You can create a “Pipeline Watchdog” agent that monitors deal activity and flags opportunities that are slipping.

1. Connect to your CRM and define the scope

Start by linking the pipeline you care about.

“Connect to Salesforce, HubSpot, or Pipedrive. Monitor all open opportunities in mid‑ and late‑stage phases—such as ‘Evaluation’, ‘Negotiation’, and ‘Proposal’—along with their owners, values, and key dates.”

You can exclude very small deals or certain segments if they follow a different cadence.

2. Define what ‘stalled’ means for your team

Next, translate gut feelings into rules.

“For deals above $10k, mark as ‘Stalled’ if there has been no logged activity (email, call, meeting, or opportunity update) for more than 10 days. For strategic deals above $50k, use a 5‑day threshold.”

You can layer in signals like no next meeting scheduled or no response from a key contact.

3. Automate alerts and daily action lists

Then, turn those rules into clear tasks for the field.

“Each morning, send every AE a Slack DM listing their stalled deals, with deal name, amount, stage, and days since last activity. For each, suggest a follow‑up action like ‘book a next step’ or ‘confirm timeline’.”

For managers:

“Post a daily summary in #sales-management with stalled deals by owner and segment, so leaders can coach and help unblock.”

4. Feed insights back into forecasting

Finally, make sure your forecast reflects what the watchdog sees.

“Tag stalled deals in the CRM and reduce their forecast confidence or weight. Provide RevOps with a weekly report on how many stalled deals recovered, slipped, or were closed lost, so we can refine thresholds over time.”

When UpdateMate keeps an eye on deal velocity, your team catches risk early, saves more revenue, and walks into forecast calls with fewer surprises.