Automating workflows can cut down time and cost for dealmakers. Automated workflows streamline tasks and aid dealmakers in managing the entire sales cycle from prospecting to closing a deal. With automation, salespeople are able to focus on their current clients and developing strong relationships with potential buyers.
A workflow that is automated can update a contact’s lead score when their status changes. This lets you monitor their behavior and assess the performance of your sales team. This allows you to monitor the performance of your sales team and spot trends. This can help you make informed decision about training, support and resources.
You can also design an automation that is triggered when a deal reaches a certain stage. For instance when you have an account where a rep needs to get help from a sales engineer during an event or product demonstration, you can set up an automation that adds an task to the relevant deal and assigns it to the appropriate person. The task description can pull information 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. If a transaction is moved to the Closed Won stage, for instance, an automation can send an email to the relevant salesperson or group, with helpful information and tips such as set-up guides and product https://www.dataroomready.net/automation-for-dealmakers-vdr-technology instructions. This keeps you in the forefront of your customers and encourages engagement after purchase.