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Automate Sales Task Creation Based on Lead Pipeline Progression
Ensure consistent sales follow-up by automatically assigning the right task at every deal stage
Objectifs
Manage leads and accelerate the sales funnel
Improve customer service
Gain a unified view of the customer
Secteurs
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Balises
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Descriptif
This use case removes manual task management from the sales process by automatically creating context-aware To-Do tasks as deals progress through the pipeline. Sales agents are guided step by step, knowing exactly what action to take at each stage. This increases consistency, reduces the risk of stalled deals, and improves overall sales productivity. The result is a cleaner pipeline and a more predictable revenue process.
Effort d'implémentation
Impact sur un objectif
Assets
No items found.
Outcome
Faster deal progression through the sales pipeline
Reduced risk of missed follow-ups
Higher sales team productivity
Scénario utilisateur détaillé
Whenever a deal moves to a new stage in the Leads pipeline, the system automatically assigns a relevant task to the deal owner. Each task reflects the next logical action required at that specific stage, excluding the initial New Lead stage. Sales agents no longer need to manually track next steps, ensuring every opportunity is actively managed. This creates a structured and repeatable sales workflow.
Étape par étape
1
Deal enters the Started stage:
When a deal moves from New Lead to Started, the system automatically creates a task for the deal owner with the subject “Schedule Discovery Call”
2
Deal moves to the Offer Sent stage:
When the deal progresses to Offer Sent, a new task is created for the deal owner with the subject “Follow up on Proposal”
3
Deal reaches the Negotiations stage:
As soon as the deal enters Negotiations, the system assigns a task to the deal owner titled “Prepare counter-offer/contract terms”
4
Deal advances to the Final Step stage:
When the deal moves to Final Step, the system creates a final task for the deal owner with the subject “Send Final Agreement for Signature”
Detail user scenario
Step-by-step
1
Deal enters the Started stage:
When a deal moves from New Lead to Started, the system automatically creates a task for the deal owner with the subject “Schedule Discovery Call”
2
Deal moves to the Offer Sent stage:
When the deal progresses to Offer Sent, a new task is created for the deal owner with the subject “Follow up on Proposal”
3
Deal reaches the Negotiations stage:
As soon as the deal enters Negotiations, the system assigns a task to the deal owner titled “Prepare counter-offer/contract terms”
4
Deal advances to the Final Step stage:
When the deal moves to Final Step, the system creates a final task for the deal owner with the subject “Send Final Agreement for Signature”
Comment le mettre en œuvre ?
La mise en œuvre de l'automatisation des cas d'utilisation implique plusieurs étapes et outils clés. Voici des ressources complètes pour vous aider à démarrer :
Modules d'occasion
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Push Notifications
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