Automation: Sales

Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message! 

Automations consist of Triggers, Actions, Conditions, and Delays

In this example, we'll be taking a look at how we can utilize Kizen Sales CRM to make sure a deal never slips through the cracks.

In this automation, we'll start with an initial sales call being logged. Kizen will then assign the sales rep to schedule a follow up call. If the follow-up call is not scheduled, Kizen can remind the sales rep after a particular amount of time. If the follow-up call still has not been logged, Kizen can escalate by notifying a Sales Manager.

Add a Sales Nurture Automation

  1. Click Automations from top menu bar.
  2. Click New Automation. Add_an_Automation.png
  3. Enter the Automation Name. (Example: Sales - Ensuring Best Practices) 
  4. Choose the Automation Object. (Example: Sales Pipeline) mceclip0.png
  5. Click Save. 
  6. Press 'Click to set automation trigger' mceclip2.png
  7. Click Activity Logged.
  8. Under Trigger Settings, choose your activity. (In this example, we'll use "Sales: Initial Call")
  9. Press Save.mceclip5.png
  10. Add an Action to the Automation.mceclip7.png
  11. Under Choose Action, select Schedule Activity.
  12. Under Action Settings, choose the Activity you'd like to schedule next. (In this example, we'll schedule a Sales Phone Call Follow-Up)
  13. Under Assign To, select which team member you'd like to assign the activity to.
  14. Under Role, clarify which role the assigned team member should be in.
  15. Under Due Date, select between the options of: 'Immediately', 'With Delay', or 'On or Around' Date. mceclip9.png
  16. Under Additional Associations, add any additional contacts. 
  17. Under Notes, type any relevant notes to the activity.
  18. Under Notifications, schedule an email or text message to be sent out as a reminder that an activity will be due. 
  19. Press Save. mceclip11.png
  20. Add a Goal to the Automation.mceclip13.png
  21. Under Activities, select Activity Logged.
  22. Under Goal Settings, choose the activity you selected for the action. (In this example, we've used 'Sales: Phone Call Follow-Up) 
  23. Under Proceed Down "Not Met" Path After, select between 'Never', 'After Delay', or 'On a Specific Date.' 
  24. Press Save. mceclip14.png
  25. Add an Action to the Automation under the 'Not Met' Path. mceclip15.png
  26. Under Team, select Notification (Email) 
  27. Under Action Settings, select which Team Member to Notify, and which Role they are in 
  28. Choose an Email to Send from your library, or create a new email. (Tip: Subject line could be "Reminder to Call Prospect")
  29. Press Save. mceclip18.png
  30. Add a Goal to the Automation.mceclip19.png
  31. Under Activities, select Activity Logged.
  32. Under Goal Settings, choose the activity you selected for the action. (In this example, we've used 'Sales: Phone Call Follow-Up) 
  33. Under Proceed Down "Not Met" Path After, select between 'Never', 'After Delay', or 'On a Specific Date.' 
  34. Press Save. mceclip20.png
  35. Add Action to the Automation under the 'Not Met' Path. mceclip22.png
  36. Under Team, select Notification Email.
  37. Under Team, select which Team Member to Notify and their Role. (In this step, we'll be notifying the Sales Manager) 
  38. Choose an Email to Send from your library, or create a new email. (Tip: Subject line could be "A salesperson has not followed up with a prospect")
  39. Press Save.mceclip24.png
  40. Turn your Automation on by clicking the Active? switch.
  41. Save your Automation.mceclip25.png

 

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