Dealmakers can benefit from automation to cut down on time and cost. Automated workflows can streamline tasks https://www.dataroomready.net/ and aid dealmakers in managing the entire sales process from prospecting to closing the deal. With automation, salespeople can spend more time focusing on their current clients and developing solid relationships with potential buyers.
For instance, an automated workflow can automatically update a lead’s score when their status changes, enabling you to easily track their behavior and determine how well your sales team is performing. This lets you track the performance of your sales team and to identify trends. This can aid you in making informed decisions about training, support and resources.
You can also create an automation that is activated whenever a deal reaches certain stage. For instance when you have a pipeline where a rep needs to get help from an engineer for sales during the demonstration of a product then you can create an automation that adds an assignment to the relevant deal and assigns it to a specific person. The task description can pull information from any of the deal’s properties.
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 could send an email to the appropriate salesperson or group with helpful advice and resources, such as instructions for setting up and product usage. This helps you stay in the forefront of your customers and encourages post-purchase engagement.