PipelineDeals has launched a new feature for users of the PipelineDeals Accelerator plan that automates your tedious sales tasks, increasing your sales team’s productivity and actual selling time. If you are a PipelineDeals customer and want to use this new system in your account, contact firstname.lastname@example.org.
At PipelineDeals, we know your salespeople’s time is valuable to your business. Your salespeople need intuitive tools that help give them insight and make them more productive. They can’t get bogged down with complex and complicated tools. That’s why we’re excited to launch our new flexible automations system, the latest addition to our sales productivity platform proven to increase leads and active selling time.
With our new automation engine for the Accelerator plan, you can now build workflows into your CRM to automate processes that often require multiple touches. By building simple sales automations into PipelineDeals, you can reduce the steps of traditional sales cycles and accelerate deals through your pipeline. To use the new Automations engine, contact email@example.com to turn it on for your account.
Streamline Your Sales Process With Automations
For example, use automations to power your sales team so that when a prospect enters your pipeline, the follow up, scheduling, communications, and closing occur according to a defined process. One click accomplishes multiple steps and simplifies your sales process giving you the business intelligence to know if your sales process is working.
Here are some additional items our early adopters have used Accelerator for:
Recurring Revenue For SaaS – For businesses with recurring revenue, like SaaS businesses, use Accelerator to automatically create a new deal once a previous recurring deal has been won.
Ring the Bell! – When a salesperson closes a deal, that’s a time for celebration! Automatically notify accounting, your sales manager, and the team with the details of a newly closed deal.
Automate Assigning Sales Tasks – Many businesses have set tasks that must occur at different steps in the process. Automatically add tasks when you move deals through your sales pipeline, and notify key parties during different steps in the process.
For additional ways to use and setup automations, we have developed helpful videos in our help center.
The possibilities for automations to improve your sales process are profound. As one early adopter, Sean Johnson of Aerolase describes, “Accelerator has had a big impact on our sales team. We have increased leads at the top of our sales funnel five percent month-over-month since February, and we’re just getting started.”
Learn More At Upcoming Webinar
If you’re interested in learning more about how to use Accelerator and automations, we’re hosting a webinar with our Product Manager and VP of Sales on Thursday, July 16th at 9AM PT / 12PM ET. They’ll discuss how your business can use Accelerator and automations to grow your business.