Workflow Automations
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Workflow automations will be implemented for every stage of the sales funnel, and each workflow will be triggered by a change in the "lead status”. For instance, when a lead responds to our messages, their status will shift from "cold" to "warm," triggering the system to automatically enroll them in the next sequence – in this case, the nurturing sequence. Likewise, when a lead progresses from "warm" to "hot," they will be automatically added to the "follow-up sequence," and so on.
If a prospect misses a scheduled meeting, the "meeting outcome" will act as a trigger to enroll them in a "rescheduling sequence." Additionally, a "date-based" trigger can be configured to automatically enroll leads into the "reengagement sequence" 365 days after the meeting date. The workflow automation process will also include the seamless integration of all go-to-market tools and technologies within our RevOps infrastructure, with Clay and HubSpot centered on its core structure.
Numerous other tasks can also be automated:
Automate deals, stage, tasks, lifecycle stages, reminders and notifications so you can keep yourself or your team members up to date with next steps.
Automatically enrich data in your CRM or excel sheets | Syncronize your data across your channels and tools and rely on a single source of truth.
Onboarding, content downloads, pre- or post-webinar follow-ups, unconverted trial users, win-back campaigns for churned customers, etc.
Automatically qualify leads and enrich them | Score leads based on relevancy - prioritize next steps, cold calls and follow-ups accordingly.
