Deal automation en workflows
Leer hoe je repetitieve tasks automated, workflow triggers instelt, en efficiency maximized met Tesoro's automation features.
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Automation elimineert repetitive manual tasks en zorgt voor consistency in je sales proces. Tesoro CRM biedt workflow automation voor status-based actions, automatic nietifications, task creation, en email sequences.
Types 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
Automation workflow instellen
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1. Define trigger
Bepaal wat automation start:
- Status change: Deal moves to 'Negotiation'
- Time-based: 3 days in same stage
- Field update: Deal value exceeds €100K
- Task completion: All viewings completed
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2. Define actions
Wat moet gebeuren 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
Voorbeeld workflows
Veelgestelde Vragen
Kan ik automation disablen voor specific deals?
Ja, je kunt automation togglen on/off per deal via deal settings. Dit is useful voor custom scenarios die manual handling vereisen.
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