Automating Automation for Dealmakers

Dealmaking can be time-consuming and complicated especially when relationships with buyers are moving through different stages. However, it doesn’t need to be manual and inefficient With Wrk’s unique automated platform your team can benefit from automations that make it easier to build relationships while preserving the power of the automated systems you’ve already implemented.

For instance, if a deal moves from Lead status to Open Deal in your pipeline, you can have an automated process that creates an entirely new task with the following information Name: Enter a custom title for this task. Task description: Type in a brief summary of the work that needs to be done. The person to assign the task: Choose the person who you wish to assign this task. Date due: Select a date and duration to determine when the task must be completed by. Message to send Include an email address in the message or create the text box to compose the message. The message will be sent to the user assigned to the task. Add an Deal token to the message so that you can include information in the email that is based on the property of a particular deal.

Presenting presentations is a different usage of automation. Dealmakers spend much time creating and delivering these that can be challenging and exhausting. Automation can streamline this process by letting computers to automatically pull information from public sources in order to present a more personalized and customized overview of the company to every potential buyer. This can help save time and make the process more efficient and improve results.

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