Dealmakers can use automation to save time and money. Automated workflows simplify tasks and assist dealmakers in managing the entire sales cycle, from prospecting to closing a sale. Through automation, dealmakers can focus more on their current clients and building strong relationships with potential buyers.
For instance an automated workflow may automatically update a contact’s lead score each time their status changes, which allows you to track their behavior and gauge how well your sales team is doing. This allows you to monitor the performance of your sales team and spot trends. This will assist you in making a more informed choice regarding training, support and resources.
You can also set up an automation that triggers when a deal enters the stage of. For instance If you have an account where a rep requires https://www.dataroomready.net/automation-for-dealmakers-vdr-technology assistance from an engineer in sales during an event or product demonstration, you can set up an automation that adds an task to the relevant deal and assigns it to the right person. The task description can include details from any of the deal properties.
Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. An automation can, for example, send an email with helpful tips to the salesperson or the group when the deal is in the Closed Won phase. This could include setup guides or tutorials on the product. This helps you stay at the forefront of your customers and encourages engagement after purchase.