Automating workflows can save time and money for dealmakers. Automated workflows can streamline tasks and assist dealmakers with the entire sales process from prospecting to closing the deal. Dealmakers can concentrate more of their time on existing clients and building strong relationships with potential buyers by automating.

For example, an automated workflow can automatically update a contact's lead score whenever their status changes. This allows you to easily monitor their actions and assess how well your sales team is performing. This lets you monitor your sales team's performance and spot trends that will help you make informed decisions about training, support, and resources.

You can also create an automation that activates when a deal moves into the appropriate stage. If, for instance reps are in a pipeline and needs 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 to the right person, and then triggers the automation. 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 moves to the Closed Won stage, for example, an automation can send an email to the relevant salesperson or how to prepare for a vc meeting a group of people with helpful information and tips such as installation guides and product tutorials. This keeps you in the forefront of your customers and encourages post-purchase engagement.