Automating workflows can reduce time and money for dealmakers. Automated workflows streamline tasks and assist dealmakers in managing the entire process of selling, from prospecting through to closing a sale. By using automation, salespeople are able to spend more time on their current clients and developing strong relationships with potential buyers.
A workflow that is automated can modify a https://www.dataroomready.net lead’s score when their status changes. This allows you to monitor their behavior quickly and evaluate the performance of your sales team. This allows you to track your sales team’s performance and identify trends, which can help you make informed decisions about training, support, as well as resources.
You can also design an automation that is activated when a deal reaches a specific stage. For instance, if you have an inventory pipeline where a sales rep requires assistance from an engineer in sales during an event You can set up an automation that adds an task to the relevant deal and assigns it to the right person. The task description could pull information from any of the deal’s properties.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. Automated campaigns, for example, send an email with helpful tips for the salesperson or a group when the deal is in the Closed Won phase. This could include setup guides as well as product-specific tutorials. This keeps you on top of mind with your customers and encourages post-purchase engagement.