A CRM for Sales Managers Who Coach
See what changed in the pipeline each week, which deals are slipping and why, and what each rep needs to do next. Without asking for an update.
Coach From Facts, Not Status Meetings
A manager with five reps and sixty open deals cannot read every thread. Heed does the reading and shows you where to spend the week.
- 01
Monday Starts With a Status Round
Forty minutes of each rep reading their deals aloud, and you still leave unsure what actually changed.
Heed snapshots the pipeline every night. The This Week report shows what moved, slipped, closed and appeared, and the Monday brief emails your team's changes at 8am.
See Forecast and Reports - 02
The Forecast Is a Guess With Decimals
Commit is whatever the reps said on Friday, and nobody can explain the gap to quota.
Commit, best case, pipeline and quota attainment come from the deals themselves. The Quarterly Forecast report lines up every rep, and the Atlas summary takes its numbers from the database.
See the forecast - 03
Deals Look Fine Until the Last Week
A deal sits at 80% for a month with one contact and no pricing conversation, then slips into next quarter.
Deal signals flag past close dates, no recent activity, single-threaded deals, a probability above the stage and missing demos, pricing talks or legal reviews. Slipping Deals lists the ones at risk.
See deal signals - 04
Coaching Runs on Gut Feel
You know a deal is not ready for Proposal, but the rep hears an opinion, not a reason.
Stage checklists define what done means. The coaching panel shows each item as done, not yet or unknown with the evidence, and turns the gaps into tasks. Atlas drafts a dated close plan the rep owns.
See Deals and Coaching - 05
The CRM Is Only Updated on Friday
Reps batch their updates before the forecast call, so the data is a week old the rest of the time.
Meetings from Google Calendar and customer email from Gmail are logged on their own. Wrap Up turns call notes into a proposed deal update, so a deal is current right after each call.
See My Day
Know What Changed Before the Meeting
Open This Week on Monday morning, or read the brief in your inbox. You walk into the pipeline review already knowing which three deals to talk about, and the hour goes to those. More on the forecast and reports.
- Moved Forward6$212,400
- Slipped3$96,000
- Won2$58,200
- New Deals4$74,500
- Orbit Freight RolloutOct 31 → Nov 28
- Copperleaf AnnualOct 24 → Nov 14
One-on-Ones With Something Concrete
Pick a deal and open the coaching panel together. The gap to the next stage is a short list, each item one click from becoming a task with an owner. Ask Atlas for a close plan and agree on the dates. For the rest of the team's day, see how Heed works for small sales teams.
- Get the CFO on a call to confirm budgetAdd Task
- Write down the success criteria with LenaAdd Task
- Send pricing for 60 seatsAdd Task
Questions People Ask
- How do I see what changed in the pipeline?
- Open the This Week report, or read the Monday brief at 8am. Both compare the pipeline with last week using nightly snapshots.
- Can I set quotas?
- Yes. Set quotas, and the forecast and the Quarterly Forecast report show attainment against them.
- How does coaching help in a one-on-one?
- Open the coaching panel on a deal. It shows the stage checklist with evidence, what is missing for the next stage and the close plan, so the conversation is about specifics.
- How do I find deals at risk?
- Slipping Deals lists open deals that are overdue or have gone quiet. On each deal, signals flag single-threading, a probability above the stage and a missing demo, pricing talk or legal review.
- Can I change the stage checklists?
- Yes. Admins can edit the items for each stage. Heed starts with sensible defaults.
See Which Deals Need You This Week
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