Dealmakers can benefit from automation to save time and money. Automated workflows simplify tasks and help dealmakers to manage the entire sales cycle, from prospecting through to closing a sale. By using automation, salespeople are able to spend more time on their current clients and building solid relationships with potential buyers.

For instance an automated workflow can automatically update a lead’s score whenever their status changes. This allows you to easily track their behavior and gauge how well your sales team is doing. This allows you to keep track of the performance of your sales team and identify trends, which can assist you in making informed decisions regarding training, support, as well as resources.

You can also set up an automation that triggers when a deal moves into the stage of. If, for example, an employee is in a pipeline and needs help from a salesman during a demonstration of a product, you can set up an automated workflow that adds the task to the deal and https://www.dataroomready.net/stages-of-transaction-monitoring-process-flow assigns it to the appropriate person, and then triggers the automation. The task description may 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 deal is moved to the Closed Won stage for instance, an automated system can send an email to the relevant salesperson or group with useful tips and resources, such as set-up guides and product instructions. This keeps you in the minds of your customers and encourages them to engage after the sale.