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Automation is the (not so) secret weapon to scaling your online business.
Onpipeline CRM actually shines with regards to automating your whole gross sales workflow.
This sturdy platform lets you arrange customized triggers and actions primarily based on particular buyer behaviors or knowledge factors.
This lets you automate the next:
- Observe-up e-mail
- Process creation
- Deal stage development
- Consumer task
- Notifications
As an illustration, 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 crew to concentrate on extra high-value duties (like closing offers and constructing relationships).
This is how the setup went.
We navigated to the automation part (in account settings).
To our shock, we had been supplied 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 freshmen).
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 handbook typewriter to a high-end laptop computer—it made every part a lot simpler.
