Automating workflows can reduce time and money for dealmakers. Automated workflows streamline tasks and assist dealmakers in managing the entire sales cycle from prospecting to closing a sale. Through automation, dealmakers can spend more time focusing on their existing clients and building solid relationships with potential buyers.
A workflow that is automated can modify a lead's 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 to identify trends. This can aid you in making informed decisions about training, support, and resources.
You can also create an automated system that triggers when a deal reaches a specific stage. For instance in the case of an inventory pipeline where a sales rep needs to get help from an engineer during the course of a demonstration You can set up an automation that assigns an assignment to the relevant deal and assigns it to the right person. The task description can include details from any property 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 team with helpful advice and resources, such as setup guides and product tutorials. This keeps you in the forefront of your customers and encourages them to engage with you after they purchase.