Dealmakers can make use of automation to cut down on time and https://www.dataroomready.net/how-to-prepare-for-a-vc-meeting cost. Automated workflows simplify tasks and assist dealmakers with the entire sales process from prospecting to closing a deal. By using automation, salespeople can focus more on their existing clients and building strong relationships with potential buyers.
For instance an automated workflow can automatically update a contact’s lead score when their status changes. This allows you to easily monitor their behavior and determine how well your sales team is doing. This lets you monitor the performance of your sales team, and also identify trends. This will aid you in making an informed decision regarding training, support and resources.
You can also develop an automation that is triggered when a deal is at a specific stage. For instance when you have a pipeline where a rep needs to get help from an engineer during a product demonstration then you can create an automation that assigns an task to the relevant deal and assigns it to the right 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. When a sale is moved into the Closed Won stage, for example, an automation can send an email to the relevant salesperson or a group of people with helpful information and tips, such as installation guides and product tutorials. This keeps you on top of mind with your customers and encourages engagement after purchase.