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Automation is the (not so) secret weapon to scaling your corporation.
Onpipeline CRM really shines relating to automating your total gross sales workflow.
This strong platform lets you arrange customized triggers and actions based mostly on particular buyer behaviors or information factors.
This lets you automate the next:
- Observe-up e-mail
- Process creation
- Deal stage development
- Person task
- Notifications
For example, we created an automation that despatched a follow-up e-mail two days after a prospect was moved to our pipeline’s “Proposal Despatched” stage.
As soon as we arrange this automation, Onpipeline took care of the remaining! It mechanically despatched follow-up emails, permitting our gross sales workforce to concentrate on extra high-value duties (like closing offers and constructing relationships).
Here is how the setup went.
We navigated to the automation part (in account settings).
To our shock, we had been provided some useful templates (proven beneath) to assist us get began.
We love when a CRM system supplies automation templates, as it may be a posh course of (particularly for rookies).
We selected the “ship e-mail” template (screenshot beneath).
Then, we accomplished the next easy steps:
- Named the rule
- Chosen the motion
- Selected a pipeline
- Set the situations
- Created the follow-up e-mail
The entire course of took lower than 5 minutes and saved us numerous hours of typing out emails.
Utilizing Onpipeline’s automations was like going from a guide typewriter to a high-end laptop computer—it made all the pieces a lot simpler.
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