Dealmaking Automation for Dealmakers

Dealmakers can use automation to cut down on time and cost. Automated workflows can simplify tasks and aid dealmakers in managing the entire sales process, from prospecting all the https://www.dataroomready.net/stages-of-transaction-monitoring-process-flow way to closing a deal. Through automation, dealmakers are able to spend more time on their current clients and building strong relationships with potential buyers.

For instance an automated workflow may automatically update a lead’s score each time their status changes, enabling you to track their behavior and assess the extent to which your sales team is doing. This allows you monitor the performance of your sales team and spot trends. This will assist you in making a more informed choice about training, support and resources.

You can also set up an automation that triggers when a deal moves into the appropriate stage. For instance when you have an account where a rep needs to get help from an engineer for sales during the demonstration of a product You can set up an automation that assigns a task to the relevant deal and assigns it to the correct 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. Automated campaigns be used to, for instance, send an email with helpful tips for the salesperson or a group when the deal is in the Closed Won phase. This could include setup guides as well as tutorials on the product. This keeps you in the minds of your customers and encourages engagement after the sale.