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Nice workflow automation could make repetitive duties a factor of the previous (say that 5 instances quick).
Freshsales breaks its workflow automation down into three predominant classes:
- Gross sales Sequences
- Workflows
- Auto-assignment Guidelines
We’ll give a quick overview of every.
Gross sales Sequences
Gross sales sequences in Freshsales are primarily automated, personalised e mail campaigns.
We created many sequences all through our six-month testing interval (to assist us keep in contact with our leads).
We had been ready to decide on between the next sorts:
- Outbound sequence
- Basic sequence
- Good sequence
Right here’s a sneak peek into our sequence creation course of.
Workflows
Workflows assist to streamline your gross sales course of by automating quite a lot of duties.
We created a number of workflows throughout our testing interval, together with the next:
- Notifying gross sales reps when a deal is received or misplaced
- Robotically assigning results in the proper proprietor based mostly on particular standards
- Setting reminders for vital duties within the pipeline
We particularly liked the useful workflow automation templates (proven under) that Freshsales gives, permitting novices and consultants alike to make the most of highly effective automation.
Auto-assignment Guidelines
The auto-assignment guidelines in Freshsales make sure that new leads or tickets are mechanically assigned to the related group members.
Here’s a screenshot of the rule we created (in lower than 5 minutes).
You’ll be able to set guidelines based mostly on varied components, such because the lead or ticket supply, the nation of origin, or the product of curiosity.
This ensures that the best particular person is coping with every lead or ticket, optimizing your gross sales administration.
General, relating to automation, Freshsales is a powerhouse. They’ve acquired you lined—from e mail sequences to job reminders and computerized lead project.
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