Dealmakers can use automation to cut down on time and cost. Automated workflows streamline tasks and allow dealmakers to manage the entire sales cycle from prospecting to closing a sale. Through automation, dealmakers are able to spend more time on their existing clients and building strong relationships with potential buyers.
A workflow that is automated will update a lead’s score whenever their status changes. This allows you to track their behavior easily and assess the performance of your sales team. This allows go to this web-site you to monitor your sales team’s performance and spot trends that can assist you in making informed decisions about training, support, and other resources.
You can also set up an automation that activates whenever a deal reaches the appropriate stage. If, for instance, the rep is in a pipeline and needs assistance from a salesperson during an event to demonstrate a product, you can set up a workflow that assigns the task to the deal, assigns it to the right person, and triggers the automation. The task description can pull in details from any of the properties of the deal.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. When a deal is moved to the Closed Won stage, for instance, an automation can send an email to the appropriate salesperson or team with helpful tips and resources such as set-up guides and product instructions. This keeps you top of mind for your customers and encourages them to engage after the sale.
