Deal Automation and Workflows

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Automation eliminates repetitive manual tasks and ensures consistency in your sales process. Tesoro CRM offers workflow automation for status-based actions, automatic nietifications, task creation, and email sequences.

Types of Automation Workflows

1. Status-based automation:

Trigger actions when deal moves to specific stage
Auto-assign tasks to teamlids
Send templated emails to clients
Update deal fields automatically

2. Time-based automation:

Schedule follow-up tasks after X days
Send reminder emails before closing date
Escalate stagnant deals
Archive old deals automatically

3. Value-based automation:

High-value deal alerts to managers
Different workflows per deal type
Auto-approval for deals under threshold

Setting Up Automation Workflow

1. Define Trigger

Determine what starts automation:

Status change: Deal moves to 'Negotiation'
Time-based: 3 days in same stage
Field update: Deal value exceeds €100K
Task completion: All viewings completed

2. Define Actions

What should happen when triggered:

Create task: 'Prepare offer document'
Send email: Template email to client
Assign teamlid: Add legal advisor
Update field: Set priority to High
nietify manager: Alert about high-value deal

Example Workflows

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