Automating Automation for Dealmakers

22 Oct Automating Automation for Dealmakers

The process of making deals can be complex and time-consuming particularly as relationships with buyers progress through various stages. It doesn’t have to be slow and manual – Wrk’s unique platform for automation allows your team to use automations to help you keep relationships alive, while also preserving the power that you’ve already established.

You could, for instance you can set up an automated trigger when a deal changes from Lead to Open Deal status in your pipeline. This will create an entirely new task with the following information Name Enter a unique task title. Add a brief description of the task to be performed. Assignee: Choose an individual to assign the task to. Date due: Select a date and duration to determine when this task is due to be completed by. The message to send: Add an email address or create a text area recommended you read to compose the message that will be delivered to the task’s assigned user. Include a Deal token to the message to provide specific information that is based on the property of the deal.

Delivering presentations is a common way to use automation. Dealmakers spend a great deal of time preparing, planning and delivering presentations. This can be a difficult and tiresome task. Automation can speed up the process, allowing a computer to automatically collect data from public sources to present a more customized and customized overview of the company to every potential buyer. This can help save time, improve efficiency and boost results.