Workflow Automation
Pipedrive has an in-house Automations tool that can help you automate much of your sales process and administrative work. You'll save your salespeople hours of work and ensure your sales process is streamlined and fast. We can help you:
Be prepared to restructure roles : The type of work your sales executives do is going to change. Especially when automations reduce or eliminate manual administrative tasks that take up a lot of your salespeople’s time.
Take the time to discuss possible changes to your team’s routines. Review the way you measure their performance, for example:
An automation tool could help them weed out low-level leads. This will reduce the number of leads they have to focus on. As a result, they could better follow up with qualified prospects. They could even significantly shorten the average time to close deals.
Send personalized emails to your customers : Forget australia whatsapp about having to send the same emails over and over again. Whenever a new prospect is assigned to your salesperson, we help you automate. From an introductory email to sending an Ebook or a proposal. Also, even follow-up emails based on the stage and the next activity of your prospects. All are highly personalized through our email templates.
Eliminate administrative work : Do you want to create a deal within your pipeline every time you add a new contact? How about assigning or changing the salesperson assigned to a lead? Every time a lead moves through your sales funnel, are you tired of having to schedule activities, over and over and over again? We've got you covered, just schedule the automation and let Pipedrive take care of the administrative work.
Not only will this feature help reduce the administrative work for your salespeople, it will streamline your entire sales process. Plus, it will minimize the margin for human error when scheduling a follow-up task or composing an email. This will help focus your sales process on the most profitable activities.
Remember, this feature is now available to all our Advanced and Professional customers!
If you don’t have a Pipedrive account, try the Advanced plan for free for 14 days. We’re sure that once you try out our sales automations, your work will never be the same again.
