Discover the Potential risk tab, giving you valuable insights into potential risks associated with your customers that could impact your sales strategies.
This article covers:
How to view the Potential risk tab
- Activate Prospecting Signals
- Go to Sales & CRM → Signals
- You'll see the Potential risk tab:
Types of potential risk alerts
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Bankruptcy Notifications: One of the most critical risks for any business is when a customer declares bankruptcy. Unpaid invoices from a bankrupt company can lead to financial losses.
With our Risk Tab, you'll receive instant notifications whenever a company you're monitoring faces bankruptcy proceedings. This early warning system allows you to take proactive measures to minimise potential losses and protect your bottom line. -
Reconstruction Applications: The Risk Tab also alerts you when a company applies for reconstruction. Similar to bankruptcy, unpaid invoices from a company under reconstruction can pose a significant risk to your business.
By being promptly informed about such situations, you can assess the potential impact on your outstanding payments and take appropriate actions to mitigate any potential losses. -
Changes in Board of Directors: Changes in a company's board of directors can often signify a shift in strategic direction or management approach. This, in turn, may have implications for your business relationship with the company.
The Risk Tab keeps you informed about any changes in board members, allowing you to evaluate the potential consequences and adjust your sales strategies accordingly. Being proactive in adapting to such changes can help you maintain a strong business relationship and capitalise on new opportunities.
At Upsales, we believe that knowledge is power. By leveraging the information provided by our Risk Tab, you'll be better equipped to navigate potential risks and protect your business. Remember, the Risk Tab is just one of the many features available in our Prospecting platform, aimed at providing you with actionable insights to optimize your sales strategies.
Stay one step ahead of potential risks with Signal's new Risk Tab. Start utilising this powerful tool today and safeguard your business from unforeseen challenges.