If you’re in B2B sales, you know deals don’t wait around for you to check your inbox. Whether you’re a sales rep, a manager, or the person who has to fix things when they break, you need to know what’s happening with your accounts right now. That’s where real-time notifications in Roinnovation come in handy. This guide is for anyone who wants to make sure the right people hear about the right activity—fast—without clogging everyone’s phones with junk alerts.
Let’s walk through getting real-time notifications running in Roinnovation, figure out what’s actually worth notifying people about, and avoid the usual notification fatigue.
Why Real-Time Notifications Matter (and When They Don’t)
Here’s the thing: not every ping is worth your time. But in B2B sales, a delay can mean a lost deal. When set up well, real-time notifications can:
- Alert reps when a buyer engages, so you can follow up while they’re still interested.
- Let managers know when a deal crosses a key stage (not when someone just logs in).
- Help everyone avoid those “wait, nobody told me?” moments.
But too many notifications, or the wrong ones, just become noise. So before we jump in, think about what you actually need to know in real time. Spoiler: “Everything” is not the answer.
Step 1: Map Out What Actually Needs a Notification
Don’t just turn everything on and call it a day. Start by asking:
- What actions move a deal forward? (e.g., proposal viewed, contract signed)
- Who really needs to know, and when? (Reps, managers, legal, execs?)
- What’s just FYI, and what’s urgent?
Pro Tip:
Start with the big stuff—like buyer engagement, approvals, or deal stage changes. Skip the notifications for things like “document uploaded” unless it’s directly tied to a deal moving forward.
Examples of notifications that actually help: - A prospect just viewed your proposal for the first time. - Someone requested pricing details. - An approval or signature is needed to close.
What to ignore: - Every single click or login. - Internal comments that aren’t actionable. - Automated system events unless they block the deal.
Step 2: Get Your Roinnovation Account Ready
Before you can set up notifications, make sure you’ve got the right permissions in Roinnovation. Usually, you’ll need admin or at least team lead access to manage notifications across users.
Check: - You can access the “Admin” or “Settings” area. - Users and teams are set up the way you want for notifications (it’s easier to target notifications to groups than individuals). - Email addresses and, if you want push notifications, mobile numbers are up to date.
If you’re not sure, ask your Roinnovation admin or poke around the user management section.
Step 3: Dive Into Notification Settings
Here’s where most people either get it right or go wildly off-track. In Roinnovation, you’ll find notification controls under Settings > Notifications (sometimes called Alerts, depending on your version).
Types of Notifications You Can Set Up
- Email: Good for things that need a record or aren’t crazy urgent.
- In-app: Pops up in the Roinnovation dashboard. Best for daily users.
- SMS or Push: Great for “drop everything” moments, but use sparingly.
Setting Up the Right Triggers
Roinnovation usually lets you set triggers like:
- When a document is opened by the client
- When a deal moves to a new stage
- When a counterparty leaves a comment or question
- When signatures or approvals are completed
How to set up: 1. Head to Settings > Notifications. 2. Choose the event or trigger you care about (e.g., “Proposal Viewed”). 3. Select who should get notified (individual, team, or everyone). 4. Pick the delivery method (email, in-app, SMS). 5. Save and test.
Don’t just turn on everything.
Start with one or two key triggers and see how the team reacts. You can always add more—but you can’t un-ruin trust if you spam everyone on day one.
Step 4: Test Before You Trust
Nothing’s worse than thinking you’re set up, then missing a critical alert—or worse, getting 42 notifications for the same event.
How to test: - Use a dummy deal or test account to trigger each notification. - Make sure the right people get the right alerts, and only once. - Check that links in the notification actually take you to the relevant deal or document. - If you’re using mobile push or SMS, double-check the formatting (long links sometimes break).
If things aren’t working: - Check user permissions—sometimes the right people aren’t included in the notification target list. - Make sure your email/SMS provider isn’t flagging messages as spam. - If notifications are delayed, it’s usually on the provider’s end, not Roinnovation—but it’s worth opening a support ticket if it keeps happening.
Step 5: Train the Team (and Set Expectations)
You could have the best system in the world, but if your team ignores it, it’s useless. Take 20 minutes to walk through:
- What each notification means (and what to do when you get one)
- How to adjust personal notification settings (so people can opt out of non-essential alerts)
- Who to ask if something seems off or is missing
Pro Tip:
Encourage reps to snooze or mute non-urgent notifications during deep work. You want them to act on the big stuff, not get distracted by every ping.
Step 6: Review and Tune Regularly
Your deals will change, your team will grow, and what’s urgent today might be noise tomorrow. Make a note to review notification settings every quarter, or whenever you roll out a big process change.
- Check which notifications are being read (or ignored).
- Ask the team what’s helpful and what’s annoying.
- Adjust triggers and recipients based on feedback.
What to skip:
Don’t obsess over perfecting notifications from day one. You’ll never get it 100% right, and that’s fine. Just don’t let the system go stale—outdated notifications are worse than none.
Honest Takes: What Works, What Doesn’t
-
Works:
Tightly focused, actionable notifications. Anything that helps a deal move forward or keeps the team in sync pays off. -
Doesn’t:
Blanket notifications for every activity. People will tune them out, and you’ll lose the real-time edge you’re after. -
Ignore:
Fancy notification “features” you don’t need (like Slack integrations if nobody uses Slack in your org). Stick with what your team already checks.
Keep It Simple, Iterate, and Don’t Be a Notification Nuisance
Real-time notifications in Roinnovation can speed up your sales cycle—if you use them wisely. Start with the big moments, keep the noise down, and check in with your team to see what actually helps. Don’t try to automate every update; focus on what really matters and adjust as you go.
The bottom line? Set up the alerts that save deals, skip the rest, and keep tweaking until you’ve got a system that works for your team—not against them.