Let new sales agents know what to do
Whenever something that needs a sales agent's reaction happens (like a creation of a new deal), add a note with instructions.
Increase sales
up to16%
Make onboarding of your sales team faster by providing them with information about steps they need to take in a given situation.
While there are many benefits to implementing marketing automation, we feel the following are some of the most important:
- Boost your sales.
- Reduce errors; (people miss things, computers don't.)
- Create more opportunities for upselling.
- Reduce staff costs by automating repetitive tasks.
Possible adjustments
Starting point
This automation is triggered by particular events, for example, when a deal is created in the system.
Note
Add a note to a user profile with instructions or a checklist for new sales agents.
Popular automation ideas
Maximize results on every stage of your sales funnel with automatic, yet personalized communication in appropriate channels.
