Sales CRM Options in Automation Rules

Transcript

Hi, Alek here from Platformly. In this tutorial video,

we are going to discuss the Sales CRM

options in our Automation Rules.

If you have already watched the video

of our Automation Builder regarding the

Sales CRM, the options are quite similar.

So I'm just going to start

quickly with the triggers.

If you open the search function and type

in the "deal" keyword, you will see the options

that are available to use

within the trigger.

You can add one trigger, as you know,

or you can go and add multiple.

So you can choose between "Deal stage

changed", "Deal status changed"

and "Enter a deal pipeline".

If you choose "Enter a deal pipeline",

you just need to choose the specific

pipeline that is going to be affected.

So when a new deal comes to the default

pipeline in the "Test Project",

it will fire a trigger and this automation

rule will basically be activated.

If you choose "Deal status changed" or "Deal

stage changed", it is similar.

The difference is just in the status.

You choose the pipeline

and you choose the status that you want.

So if it's a won deal, its status is changed from

open to won, then this rule will fire.

Or if you go with "Deal stage changed",

you choose the pipeline and then

all the stages that this pipeline has,

and you need to choose the actual stage

or if you go with "Proposal made". So when

a specific deal reaches the stage "Proposal

made", it will fire this trigger and the

actual automation rule.

So now we can add a condition and it's

a similar approach to triggers.

So if we type in "deal", we can see

4 options here, we'll pick "Has deal in stage".

So, again, you choose the pipeline

and choose a specific stage.

So this checks if the contact has

a deal in the stage "Qualified" within the default pipeline.

Then we have "Has deal

with status", which is a similar approach as the stage.

It checks the actual status for

a deal for the specific contact. Then we

have "Has deal with value" so we can choose

between "Equal to", "Greater

than" or "Less than".

So let's say less than 500. What does this mean?

So, when a specific deal is changed

from a stage to a proposal made,

it will trigger this automation rule

and then this rule will check if

that contact, which is within the deal,

has a deal with a value less

than $500.

If that is the case, then it is

going to go down to the actions.

Another option that remains in the

conditions is "Has total number of deals".

So you can come here and you can also

choose between "Equal to",

"Greater than" or "Less than".

So, let's say greater than 3.

We can choose "Open".

OK, so as you can see "Has total number

of deals"... It's going to check if this

contact has more than 3 open deals.

If it has, do some specific action down

the road and the actions... This is where we

added even more flexibility.

So, again, we can search for a deal.

So we have here a few options for the deal

and two more for the actual activity.

OK, so you can add a deal.

So if you click "Add a deal",

you can choose to what pipeline you want

to add the deal, you can choose to what

stage it goes,

assign the title, the amount

and choose the assignee. You can leave it

assigned to the entire company

or choose a team member.

Then we have a deal activity.

So you add the activity title,

activity description, and

you can choose the activity type.

So, meeting, lunch, task, etc.

Choose an assignee,

So, here, one of your team members...

who is basically going to be

responsible for this activity.

And you can say when it's due,

so it can be right away to the actual

date or it can be after 3 days, and

what deal this activity should be added to.

So this selector is important, and it exists

also in some other options, such as

"Most recent deal for this contact".

It means that the last deal that was added

for that one had a deal activity

in this pipeline.

So in the default pipeline,

the last deal for the actual contact

had a deal activity in there. If there is,

it's going add it. If there aren't any deal

activities in that pipeline it's not going

to add an activity, same if there isn't any deal.

So this is quite an important selector to understand.

Then we have "All deals for this contact".

So you can add an activity to all deals

for this contact in this pipeline,

or you can add to "All open deals",

"All won deals" or "All lost deals".

So I can add a deal activity

to all open, to do this.

Let's say, for example, call him.

Call this contact and send him the offer.

OK, so it's a call; then I assign

Igor to do all of that.

He has one day

to do it,

and I want to do it to all open deals

for this contact in this pipeline,

so it's going to add an activity for Igor

to do that, automatically, right away.

OK, then we have "Add a note" to a deal,

which is, again, you add a note...

the selectors,

so you choose between "Most recent deal"

and the other options and in what

pipeline. Then we have "Change deal stage".

So you choose a pipeline.

You choose what stage you want the deal to go.

And again, the selector

to what deal it is basically affecting: is it

the last one or another option.

The same approach with

"Change deal status".

The difference with the stages,

it's no the stage, it's basically

choosing open, won or lost.

And we have two more, which is

mark this activity as done.

So here basically you choose between

the "Next deal activity" or "All

deal activities", to what deal,

so "Most recent deal" and what pipeline.

So for this contact in this pipeline,

"Most recent deal", the next deal activity

that comes, I want to mark it as done.

The next open one, I can also do "Mark

as done" all deal activities.

OK, for this deal.

So if everything was finished,

he got the offer.

I can just close everything for him.

We don't have anything else to offer him,

so we close everything.

And the latest deal, OK, the last one is "Update

deal field value" which you can

choose between "Equal to",

"Increased by" or "Decreased by".

So we increase by $50.

And again, what pipeline and what deal.

So in the default pipeline, the most recent

deal raised its value by $50.

If he agreed to something,

let's say, you're sending him an email to sell

him 20% more,

let's say products from the initial one,

and he says yes for a specific price.

So you can just automatically raise

the deal value to a specific amount.

And when something

happens, it's gonna automatically

raise the deal value.

OK, so that's basically

the overview of the options.

It's quite flexible and easy

to use so, quickly

with automation rules,

you can achieve quite different aspects

to be automated from your business.

Thanks for watching the video

and I hope you enjoyed it.

Updated on: 16/10/2020