Revenue Intelligence helps surface client needs that may match services your firm offers. It is meant to give you a focused review queue, not an automatic sales decision.
What Revenue Intelligence needs
Revenue Intelligence works best when Ping knows what services your firm offers and which services each client already has.
That usually means adding your service catalog and client agreements, either by upload or by a supported integration such as Anchor or Ignition.
What counts as a revenue signal
Ping looks for client-side signals, such as:
- A client asking about a service.
- A client describing a problem your firm can help with.
- A change in the client's business that creates a new need.
- A compliance or deadline issue that matches a service in your catalog.
What Ping tries not to flag
Ping should not treat every service mention as an opportunity.
It should ignore a service that the client already has. It should also avoid flagging a service just because someone from your firm suggested it, unless the client showed real interest.
Ping also should not stretch to services that are not in your catalog. If there is no clear match, it should leave the opportunity alone.
Why some opportunities do not appear
An opportunity may not appear if:
- The client need was too vague.
- The service is not in your catalog.
- The client already has the service in their agreement.
- The conversation came from a meeting or email that Ping could not process.
- Automatic detection is not enabled for your organization.
How to review opportunities
Treat Revenue Intelligence as a review queue, not a final answer. Open the opportunity, read the evidence, and decide whether it is worth pursuing.
You can mark opportunities as in progress, won, lost, or dismissed so Ping has a better record of what happened.