Automating workflows can reduce time and money for dealmakers. Automated workflows make tasks easier and aid dealmakers in managing the entire sales cycle, from prospecting through to closing a deal. Through automation, dealmakers can focus more on their existing clients and developing strong relationships with potential buyers.
A workflow that is automated can update a lead’s score whenever their status changes. This lets you monitor their behavior quickly and evaluate the performance of your sales team. This allows you to monitor your sales team’s performance and identify trends, which can help you make informed decisions regarding training, support, and resources.
You can also create an automation that will trigger when a deal moves into the stage of. For instance If you have an inventory pipeline where a sales rep needs to get help from an engineer during the demonstration of a product then you can create an automation that assigns an assignment to the relevant deal and assigns it to a specific person. The task description can pull information from any of the properties 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 into the Closed Won stage For instance, an automation can send an email to the appropriate salesperson or group with useful tips and resources including setup guides and product tutorials. This helps you stay on top of mind with your customers and encourages post-purchase engagement.
https://www.dataroomready.net/automation-for-dealmakers-vdr-technology
