Automating workflows can reduce time and money for dealmakers. Automated workflows can streamline tasks and help dealmakers manage the entire sales process from prospecting to closing the deal. Dealmakers can concentrate more of their time on existing clients and building strong relationships with prospective buyers by automating.
For example, an automated workflow can automatically update a contact’s lead score every time their status changes, allowing you to track their behavior and gauge the extent to which your sales team is doing. This lets you monitor the performance of your sales team and to identify trends. This can help you make informed decision about training, support, and resources.
You can also set up an automation that triggers when a deal moves into the appropriate stage. For instance, if you have a pipeline where a rep requires assistance from an engineer during the demonstration of a product or product demonstration, you can set up an automation that adds a task to the relevant deal and assigns it to the correct person. The task description could include details from any of the deal properties.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. When a deal moves to the Closed Won stage, for instance, an automation can send an email to the relevant salesperson or group with helpful advice and resources like set-up guides and product instructions. This keeps you in the minds of your customers and helps encourage engagement after the sale.
