Dealmakers can utilize automation to save time and money. Automated workflows make tasks easier and help dealmakers manage the entire sales process, from prospecting to closing a deal. Through automation, dealmakers are able to focus on their existing clients and developing strong relationships with potential buyers.

A workflow that is automated will update a lead’s score whenever their status changes. This allows you to track their behavior easily and evaluate the performance of your sales team. This allows you monitor the performance of your sales team and identify trends. This can assist you in making a more informed choice regarding training, support and resources.

It is also possible to create an automated system that triggers when a deal reaches a certain point. For instance, if you have an account where a rep requires assistance from an engineer for sales during the demonstration of a product, you can create an automation that adds an task to the relevant deal and assigns https://www.dataroomready.net/how-to-prepare-for-a-vc-meeting it to a specific person. The task description can include information from any 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 automated system can send an email to the appropriate salesperson or group with useful tips and resources like setup guides and product tutorials. This keeps you top of mind for your customers and encourages engagement after the sale.