Sneham Jewels Pvt Ltd

Automating Automation for Dealmakers

Dealmaking is time-consuming and complicated particularly when relationships with buyers pass through different stages. But it doesn’t have to be manual and inefficient With Wrk’s unique automation platform your team can benefit from automated processes that allow you to build relationships while maintaining the effectiveness of the automated systems you’ve already implemented.

For example, when an open deal goes from Lead status to Open Deal in your pipeline There is an automation triggered that creates a new task that has the following details Title: Enter a custom title for this task. Task description: Type in a brief summary of the work that needs to be accomplished. Assignee: Select a person to assign the task. Due date: Select the appropriate date or duration to determine the date by which this task must be completed. The message to send: Add an email address or a text field to write the message to be delivered to the task’s assigned user. Add a Deal token in the message to include specific information that is based on the property of the deal.

Delivering presentations is a common usage of automation. Dealmakers spend a great deal of time planning, creating and delivering their presentations. This can be a daunting and tiring job. Automation can speed up the process by letting computers to automatically collect data from public sources in order to present a more personalized and personalised overview of the business to each potential buyer. This will save time, improve efficiency and increase the effectiveness of automation for dealmakers your business.

Leave a Comment

Your email address will not be published. Required fields are marked *