Automating Automation for Dealmakers

The dealmaking process can be complex and time-consuming, especially as relationships with buyers progress through different stages. It doesn’t have to be inefficient and manual – Wrk’s unique platform for automation allows your team to use automations to help you maintain relationships while keeping the capabilities you’ve already set up.

For instance, if the deal is moved from Lead status to Open Deal in your pipeline there is the possibility of having an automation that triggers a new task that has the following details Title: Create a custom title for this task. Task description: Provide a brief summary of the work that needs to be accomplished. Assignee: Select the person to whom you want to assign this task. Due date: Choose the appropriate date or duration to determine the deadline when this task has to be completed. Message to send: Include an email address or an text area to compose the message to be sent to the task’s assigned user. Add a Deal token to the message to include details in the email based on a specific deal property.

Another typical use case for automation is the delivery of presentations. Dealmakers spend a lot of time preparing, planning and delivering presentations. This can be a difficult and tiring task. Automation can make this process easier by letting computers to automatically collect data from public sources in order to provide a more personalised and customized overview of the business to every potential buyer. This can help save time and help improve efficiency, and increase results.

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