Open the Automatizer from the Tools menu. Click on the “Create New” button:
Click on “Save” to save your process and the Process Editor will launch:
Click “Start” to choose the record to trigger – in this case, “Opportunity” – and you want to trigger this process Manually and assign it to the Direct SalesDirect Sales Direct Sales is the method of selling a product or service in a location other than the associated retail stores or offices, wherein the seller personally engages a prospect in a physical or face-to-face environment such as a home or a cafe. team:
Here we set some conditions for the process, such as it must be a Direct Sales pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. opportunity & must have a value of $10k or more:
In this example, we want to alert the sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. that a Key Account Management process has been activated for an Opportunity:
Now we want to send a white paper to the primary contact for the Opportunity:
Next, we want to schedule a task to book an internal Key Account Opportunity review meeting:
Click to “Save” the Action and then “Save” again:
Now “Publish” your process and always test your process before activating!
When you select an individual record you will see the Automatizer button on the menu. There you see what manual processes are available. In this example, from the Opportunities menu, you see the Key Opportunity Management Process in the Automatizer menu:
When you select the process you will see a notification that the process is triggering:
When you open the record you see the Automatizer widget below the Sales Activities Checklist and use the chevron to open the section:
Attach the process from the Processes tab and then click “Start”:
The Scheduled Actions tab shows you all the actions associated with this process that are due to be scheduled in the future:
The “Recent Executions” tab is where you see all the manual processes that have been attached to this record:
In this ebook, we’ll have a look at all of these aspects, for the role of CRM has become more important than ever. People are smart to question the future of automation, for it has become part of everything we do. With the number of applications and technology around us, we yet still crave more.
There certainly is no sales enablementSales Enablement Sales Enablement is a strategic process that provides a company’s sales professionals with tools, technology, training and other resources that improve their performance at customer engagement and at generating value for all stakeholders in the sales process. “magic bullet”—you utilize it and bang! instant results! People today will jump on any train when they hear it will bring immediate positive painless change—even as they know there is no such thing. It’s like trying to win a gold medal without doing any training, even though you know that can never happen.
Nikolaus Kimla, CEO at Pipelinersales, Inc.