Dealmaking Automation for Dealmakers

Dealmakers can utilize automation to cut down on time and cost. Automated workflows make tasks easier and aid dealmakers in managing the entire sales process, from prospecting to closing the deal. Dealmakers can spend more time with existing clients and developing solid relationships with potential buyers by automating.

For example, an automated workflow can automatically update a contact’s lead score each time their status changes, enabling you to easily track their actions and assess how well your sales team is performing. This lets you track the performance of your sales team and identify trends. This will aid you in making informed decisions about training, support, and resources.

You can also create an automation that triggers when a sale enters an appropriate stage. For instance, if the rep is in a pipeline and requires help from a salesman during an event to demonstrate a product, you can set up an automated workflow that attaches the task to the deal and assigns it the right person, and triggers the automation. The task description can 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. Automated campaigns send, for instance, an email with helpful tips to the salesperson or group when the deal is in the Closed Won phase. This could include setup guides or tutorials on the product. This keeps you on top of mind with your customers and encourages them to engage with you after they purchase.

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