Costello, which describes itself as sales co-pilot software, released an upgraded integration with SalesLoft. The app displays Salesforce Opportunities from within the SalesLoft sales engagement platform. The service is generally available to joint customers through SalesLoft’s App Directory.
Costello displays a Deal Dashboard and Deal View from within SalesLoft for pipeline management. Deal Status elements include deal stage, days in stage, days active, and deal amount. Costello also calls out Deal Gaps (missing deal fields, days past due), Stakeholders (buyers’ circle with roles and concerns), Call Summary with notes, and a deal timeline.
Finally, reps and managers can quickly review three to five of the most important deal details such as key buying criteria, key challenges, and desired outcomes.
“Deal View gives reps, managers, and leaders across the company a simple, streamlined view of everything that matters when managing a deal. And it gives your team an easier, more intuitive way to manage stakeholders, so you can quickly figure out who matters most, what they care about, and what their blockers are.”Costello Chief Strategy Officer Rod Feuer
A single-pane view supports In-line opportunity edits and a unified view which supports quick updates and pipeline review meetings. Costello claims opportunity updates may be performed 75% more quickly. “This is a game-changer not only for productivity but for pipeline confidence,” said Costello CEO Frank Dale.