The WorkPatterns Sales Assistant streamlines the resolution of CRM data quality issues, saving time and improving data quality. Sales Assistant integrates with your CRM and identifies nudges - issues in the data that need to be resolved and then notifies the best people to resolve them.
For example, configuring the Sales Assistant to create a nudge for open Opportunities with a close date in the past will send a notification in WorkPatterns to the Opportunity's owner like this:
The notification contains action buttons that allow the user to quickly resolve the nudge without having to open Salesforce.
The notifications can also be delivered to Slack:
Your team's progress in improving data quality can be visualized on a Leaderboard which shows the number of nudges open and resolved, broken down by time, user and type of nudge.