Dealmakers can benefit from automation to save time and money. Automated workflows simplify tasks and help dealmakers manage the entire sales process from prospecting to closing a deal. By utilizing automation, dealmakers are able to focus on their existing clients and building strong relationships with potential buyers.
A workflow that is automated can change a contact’s lead score whenever their status changes. This lets you monitor their behavior quickly and evaluate the performance of your sales team. This allows you to monitor your sales team’s performance and spot trends that will help you make educated decisions regarding training, support, and resources.
It is also possible to create an automated system that triggers when a deal is at a certain stage. For instance, if you have an order pipeline where a rep needs to get help from an engineer during the course of a demonstration or product demonstration, you can set up an automation that assigns a task to the relevant deal and assigns it to the appropriate person. The task description can pull 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. An automation can send, for instance, an email with helpful tips for the salesperson or a group when a deal reaches the Closed Won phase. This could include setup guides and product tutorials. This keeps you top of mind with your customers and encourages engagement after purchase.