https://www.dataroomready.net/automation-for-dealmakers-vdr-technology/

Dealmakers can utilize automation to cut down on time and cost. Automated workflows streamline tasks and help dealmakers manage the entire sales process from prospecting to closing the deal. By using automation, salespeople can focus more on their existing clients and developing strong relationships with potential buyers.

A workflow that is automated will change a contact’s lead score whenever their status changes. This allows you to track their behavior easily and determine the performance of your sales team. This allows you to track your sales team’s performance and spot trends that will help you make informed decisions about training, support and resources.

You can also create an automation that triggers when a deal enters an appropriate stage. If, for instance reps are in a pipeline and requires help from a salesman during a demonstration of a product, you can design a workflow that assigns the task to the deal and assigns it to appropriate person, and then triggers the automation. The task description may include information from any properties of the deal.

Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. If a transaction is moved to the Closed Won stage, for instance, an automation could send an email to the appropriate salesperson or group with helpful advice and resources like setup guides and product tutorials. This keeps you at the forefront of your customers and encourages them to engage with you after they purchase.