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Dealmaking Automation for Dealmakers

Automating workflows can reduce time and costs for dealmakers. Automated workflows make tasks easier and assist dealmakers in managing the entire sales process, from prospecting through to closing a deal. Dealmakers can spend more time with existing clients and developing strong relationships with potential buyers by automating.

For instance an automated workflow can automatically update a lead’s score every time their status changes. This allows you to easily track their behavior and assess the extent to which your sales team is performing. This allows you to monitor your sales team’s performance and spot trends that can assist you in making informed decisions regarding training, support, and resources.

You can also design an automated system that triggers when a deal reaches a certain stage. For instance If you have an account where a rep requires assistance from an engineer for sales during an event then you can create an automation that assigns an task to the relevant deal and assigns it to the appropriate person. The task description could pull details 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. Automated campaigns include, for example, sending an email with helpful tips for the salesperson or the group when a deal has reached the Closed Won phase. This could include setup guides or tutorials on the product. This keeps you in the minds of your customers and helps encourage engagement after the sale.

April 29, 2024

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