Creating Deals and Taks for Sales Agents automatically
Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation
Transform your sales process with our intelligent automation solution. Automatically generate targeted tasks and deals post-subscription, enabling your sales team to focus on closing deals rather than administrative tasks. Experience a seamless, efficient sales workflow like never before.
Prerequisites
User.com implemented on the website https://docs.user.com/implementing-userengage-with-google-tag-manager/
Sales agents added to your app- https://docs.user.com/how-to-invite-new-agents-to-user-com-app/
CRM pipeline set up- https://docs.user.com/how-to-manage-the-crm-deal
How it works
Detect Users with recently ended subscriptions
Create a deal and assign the agent
Create the activity
Notify agent about created deal
How to build it
Create CRM pipeline
Create automations
Creating automations
It starts with a Timeout triggerr, followed by a Create a deal module and Create activity module
Go to Automations -> Create new.
Select Timeout trigger from the panel on the right and place it on canvas.
Monitor subscription statuses to identify users whose subscriptions ended a few days ago and who's account is not active any more.
Select Create a deal module and configure it accordingly to your needs
Decide whether to assign the deal to the same agent currently associated with the user or select a different specific agent based on your preference.
Add a Create activity module to your path
When your previous action is create deal, assigning activity to the last deal created is useful.