Being on the project implementation & delivery side for a decade, there’s nothing worse than getting a new customer with no context about what was sold and what to expect. There’s no reason to have the Sales team be a bottleneck for delivering what your customers just purchased. Let that process run on auto-pilot.
Take this example…let’s say you’re on the Sales team and using HubSpot, SalesForce, or Pipedrive. You just landed a deal! The contract is signed! Let’s celebrate!!
Hold on…did you do your Sales-to-Customer Success handoff? Does Finance know that they’re ready to raise the invoice? Does your legal team have the signed contract? Did you introduce the project/implementation team? Does your project/implementation team know the customer details and expected start date?
Why are there so many follow-up steps? Shouldn’t you be selling and not doing all this admin work? I’m here to tell you, you don’t have to be.
If the automation does the manual work, you can get more sales.
Here are some of our favorite ‘Deal Close/Won’ automations for mid-size B2B organizations:
Send a Slack / Teams post to the #general channel. Celebrate your wins! Drop in the customer & deal info to celebrate with the larger org and keep morale high.
Send an automated email to your customers to keep them engaged in their new customer onboarding journey. Timing is everything.
Send a Slack/Teams message to your Implementation leaders letting them know about more project details to effectively assign work.
Create a project in your Project Management tool, like Asana, JIRA, or Monday.com.
Send a draft email to the Salesperson to fill out to introduce the Project / Implementation team.
Create a draft invoice in your Billing / ERP / Finance system.
Create a new expense category for the client in your expense management tool.
Create a new project/client in your resource management / freelancer management tool to assign work to the team.
Why is this important?
A) A more productive sales team means more opportunities for sales. So if you like money, you should probably automate your sales process.
B) Mitigate implementation risk by getting the delivery team informed of the deal faster.
C) Don’t wait. Customers want things now - so why not exceed expectations and validate what they just purchased through automated emails.
I’ll be honest…mostly folks are doing probably one or two of these items today, but there’s no need to invest more of your resources building the perfect sales-to-success process…let 1ntegrate do that.
Check out how we automated the Sales-to-Success experience for Datafleet: https://www.1ntegrate.com/casestudies/datafleet
Kommentare