Review expansion pipeline
Review expansion deals as their own pipeline, with stage, amount and what moved.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
Always available on the Deals screen
- 2Context
Avoma Revenue Intelligence reads deal data, engagement, qualification scores and close dates
- 3Reason
Filter expansion deals and look at value, stage and recent changes
- 4Act
Show the expansion pipeline with counts, amounts and deal details
- 5Human judgment
CS manager decides which deals need attention
Native feature
Filter and review expansion opportunities in the deal pipeline to see deal value, stages, engagement, and changes requiring attention.
What good looks like
Expansion deals deserve their own pipeline review.
Separate expansion from new business
They move at different speeds.
Check engagement on each deal
Expansion deals stall when the champion goes quiet.
Review weekly near renewal
Expansion often closes alongside the renewal.
Customer stories
What teams say
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
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