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To maintain it easy, we break down the gross sales automation capabilities with Gross sales Bay into two classes—workflows and sequences.
The great thing about these options is that they are often custom-made based mostly in your particular wants and necessities.
This ensures that you do not have to spend an inordinate period of time on guide duties that may be simply automated.
Workflows
Let’s begin with workflows. With Gross sales Bay’s workflows, you possibly can simply streamline the gross sales course of by creating workflows that automate repetitive duties.
Automated workflows will be immensely helpful to companies because it not solely saves time but additionally improves the effectivity and effectiveness of gross sales processes.
You possibly can arrange workflows for among the following processes:
- Lead nurturing
- Pipeline administration
- Notifying group members
- Deal closing
For instance—for instance you wish to instantly notify group members about any new leads.
With Gross sales Bay’s workflow automation, you possibly can shortly arrange a workflow that triggers an e-mail notification to all acceptable group members each time a lead is added.
It’s also possible to set situations to make sure that the workflow solely triggers when particular standards are met.
Moreover, Gross sales Bay’s workflows include a drag-and-drop interface, making it straightforward for customers to create their very own workflows with out writing any code.
This function is especially useful for SMBs with out devoted IT or software program improvement assets.
Sequences
Now, let’s discuss sequences. If workflows are the spine of your gross sales course of, sequences are the muscle mass that make all the pieces work.
With Gross sales Bay’s sequence automation, you possibly can create customized, multi-step engagement campaigns that lightly nudge your leads by means of the gross sales funnel.
Furthermore, the platform’s superior monitoring capabilities let you monitor each interplay, supplying you with insights into what’s working and what’s not.
With sequences, you possibly can all the time be on high of your recreation, making certain that no lead slips by means of the cracks.
