Dealmakers can use automation to save time and money. Automated workflows make tasks easier and aid dealmakers in managing the entire sales process from prospecting to closing the deal. By utilizing automation, dealmakers can focus more on their current clients and developing strong relationships with potential buyers.

A workflow that is automated can update a contact’s lead score when their status changes. This allows you to monitor their behavior quickly and evaluate the performance of your sales team. This allows you to track the performance of your sales team and identify trends, which can help you make informed decisions about training, support, and other resources.

You can also create an automation that triggers when a sale enters a certain stage. For instance in the case of an account where a rep needs to get help from an engineer in sales during the course of a demonstration then you can create an automation that adds an assignment to the relevant deal and assigns it to the right person. The task https://www.dataroomready.net/automation-for-dealmakers-vdr-technology/ description can contain details from any property of the deal.

Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. Automations can include, for example, sending an email with helpful tips for the salesperson or group when the deal is in the Closed Won phase. This could include setup guides or product-specific tutorials. This keeps you in the minds of your customers and encourages engagement after the sale.