Dealmaking Automation for Dealmakers

Dealmakers can utilize automation to cut down on time and cost. Automated workflows simplify tasks and help dealmakers manage the entire sales process, from prospecting to closing a deal. Dealmakers are able to spend more time with existing clients and developing strong relationships with prospective buyers by automating.

For example an automated workflow could automatically update a lead’s score every time their status changes, allowing you to easily track their behavior and determine how your sales team is doing. This allows you monitor the performance of your sales team and identify trends. This will assist you in making a more informed choice regarding training, support and resources.

You can also create an automation that activates whenever a deal reaches the stage of. For instance when you have an account where a rep requires assistance from an engineer during an event, you can create an automation that assigns an assignment 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. Automated messages be used to, for instance, send an email with helpful tips for the salesperson or the group when a deal reaches the Closed Won phase. This could include setup guides and product-specific tutorials. This keeps you in the forefront of your customers and encourages post-purchase engagement.

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