Automating workflows can reduce time and money for dealmakers. Automated workflows can simplify tasks and aid dealmakers in managing the entire process of selling, from prospecting all the way to closing a sale. Dealmakers are able to spend more time with existing clients and developing strong relationships with potential buyers by automating.
A workflow that is automated will change a contact’s lead score when their status changes. This allows you to monitor their behavior and assess the performance of your sales team. This lets you monitor the performance of your sales team and spot trends. This will aid you in making an informed decision regarding training, support and resources.
You can also create an automation that will trigger when a deal moves into an appropriate stage. For instance, if you have an account where a rep requires assistance from a sales engineer during the course of a demonstration You can set up an automation that assigns a task to the deal and assigns it to the correct person. The task description may include information from any properties of the deal.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. Automations can be used to, for instance, send an email with helpful tips to the salesperson or group once the deal is in the Closed Won phase. This could include setup guides as well as tutorials on the product. This keeps you top of mind for your clients and encourages engagement after the sale.