Dealmakers can benefit from automation to save time and money. Automated workflows streamline tasks and allow dealmakers to manage the entire sales cycle, from prospecting to closing a sale. Dealmakers are able to spend more of their time on existing clients and building strong relationships with potential buyers by automating.
A workflow that is automated can update a contact’s lead score whenever their status changes. This lets you track their behavior easily and evaluate the performance of your sales team. This allows you monitor the performance of your sales team and https://www.dataroomready.net/automation-for-dealmakers-vdr-technology/ identify trends. This can assist you in making a more informed choice about training, support, and resources.
You can also design an automated system that triggers when a deal is at a specific stage. If, for instance the rep is in a pipeline and requires help from a salesman during the demonstration of a product, you can create an automated workflow that adds the task to the deal and assigns it the right person, and then triggers the automation. 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 helpful tips and resources including installation guides and product tutorials. This keeps you in the forefront of your customers and encourages engagement after purchase.