Dealmaking Automation for Dealmakers
Dealmakers can utilize automation to save time and money. Automated workflows simplify tasks and aid dealmakers in managing the entire sales process from prospecting to closing a deal. By using automation, salespeople are able to focus on their existing clients and developing solid relationships with potential buyers.
For instance an automated workflow could automatically update a contact’s lead score every time their status changes, which allows you to track their actions and assess how well your sales team is performing. This allows you to monitor the performance of your sales team and spot trends. This can help you make informed decision about training, support, and resources.
You can also create an automation that is triggered when a sale reaches a certain stage. If, for instance reps are in a pipeline and needs assistance from a salesperson during a demonstration of a product, you can create an automated workflow that attaches the task to the deal, assigns it to the https://www.dataroomready.net/stages-of-transaction-monitoring-process-flow right person, and triggers the automation. The task description could include information from any deal properties.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. An automation can be used to, for instance, send an email with helpful tips to the salesperson or group once a deal reaches the Closed Won phase. This could include setup guides or product tutorials. This keeps you top of mind for your clients and encourages engagement after the sale.