Sales Process Automation1. Automate the process of instantly alerting sales managers when deals are inactive or have stalled, ensuring rapid follow-up and increasing conversion rates.
2. Automatedly identify stalled deals by monitoring CRM data, time since last deal update, and pre-defined activity thresholds.
3. Raise alerts through diverse channels (SMS, email, chat, notifications), integrating with dealer management and sales systems for seamless automation across the Pontiac dealer network.
4. Optimize efficient deal management, prevent revenue loss, and enforce accountability through automated escalation processes.
**2. Trigger Conditions**
1. Deal status remains at a specific stage (e.g., “Negotiation” or “Proposal Sent”) for over X days (configured threshold, e.g., 5 days).
2. No correspondence, call log, or activity recorded on the opportunity for a defined time period.
3. No change in expected close date past the original projection.
4. Opportunity moved backward in pipeline status or manually flagged as “stalled” by sales rep.
5. CRM activity log is empty for set period (e.g., 72 hours).
**3. Platform Variants**
**3.1. Twilio SMS**
- Feature/Setting: Use Twilio Programmable SMS API to automate text alerts to managers.
- Sample Configuration: POST to `/2010-04-01/Accounts/{AccountSid}/Messages.json` with `To`, `From`, `Body` fields populated with deal alert.
**3.2. SendGrid**
- Feature/Setting: Trigger automated email via SendGrid v3 Mail Send API.
- Sample Configuration: POST to `/v3/mail/send` specifying email template for stalled deals.
**3.3. Slack**
- Feature/Setting: Use Slack Incoming Webhooks or chat.postMessage to automate direct messages to manager Slack channels.
- Sample Configuration: POST JSON payload to webhook URL with deal detail.
**3.4. Microsoft Teams**
- Feature/Setting: Use Incoming Webhooks to automate notification in Teams channel.
- Sample Configuration: POST to Teams webhook URL with message card schema.
**3.5. Salesforce**
- Feature/Setting: Use Salesforce Workflow Rule + Outbound Message or Flow Builder to automate alert based on opportunity fields.
- Sample Configuration: Configure flow to trigger when Opportunity meets stalled criteria.
**3.6. HubSpot**
- Feature/Setting: Use Workflow Automation to send email/SMS when deal in pipeline is inactive.
- Sample Configuration: Set trigger “Deal last contacted date is more than X days ago”.
**3.7. Zoho CRM**
- Feature/Setting: Workflow Automation and custom functions for automated notifications.
- Sample Configuration: Create workflow rule: “No Activity in Last N Days,” action: send email/task.
**3.8. Pipedrive**
- Feature/Setting: Automation tool to email or ping manager when deal is stuck.
- Sample Configuration: Create automation: “If deal last updated > X days, send alert”.
**3.9. Monday.com**
- Feature/Setting: Automate Board and Dashboard notifications via integrations and automations.
- Sample Configuration: Automation: “When status hasn't changed for X days, notify manager”.
**3.10. Asana**
- Feature/Setting: Automate task assignment and alert through Rules.
- Sample Configuration: “If task (deal) no updates X days, automatically assign alert task.”
**3.11. Freshsales**
- Feature/Setting: Workflow Automation for opportunity inactivity.
- Sample Configuration: When “Opportunity untouched for 5 days,” send internal notification.
**3.12. Gmail (via API)**
- Feature/Setting: Automate sending emails from generic dealer address using Gmail API.
- Sample Configuration: `users.messages.send` endpoint with crafted body and subject.
**3.13. Outlook (via Microsoft Graph API)**
- Feature/Setting: Automatedly send Outlook emails using Microsoft Graph `/sendMail` endpoint.
- Sample Configuration: JSON body with alert details routed to sales manager.
**3.14. Google Chat**
- Feature/Setting: Automated messages via Chat Webhooks for direct alerting.
- Sample Configuration: POST message to Chat room webhook; message includes deal ID and stagnation time.
**3.15. PagerDuty**
- Feature/Setting: Automatically escalate critical stalled deals via incident trigger.
- Sample Configuration: POST to `/incidents` endpoint with custom incident description.
**3.16. Intercom**
- Feature/Setting: Automated messages (push or email) using Intercom API.
- Sample Configuration: Call `messages` endpoint for manager-facing notification.
**3.17. WhatsApp (via Business API)**
- Feature/Setting: Automated WhatsApp alerts to manager(s) cells.
- Sample Configuration: POST message to `/v1/messages` with template ID for stalled opportunities.
**3.18. Mattermost**
- Feature/Setting: Automated notifications in Mattermost channels using Incoming Webhooks.
- Sample Configuration: POST with deal JSON to webhook URL.
**3.19. ClickSend**
- Feature/Setting: Automated SMS alerts via ClickSend SMS API.
- Sample Configuration: POST to `/v3/sms/send` endpoint with alert body.
**3.20. Webex Teams**
- Feature/Setting: Automated Webex chat message via /messages endpoint.
- Sample Configuration: JSON payload with alert content and manager’s email.
**3.21. Discord**
- Feature/Setting: Send Direct Message or channel alert automatically via Discord Webhook.
- Sample Configuration: POST JSON formatted alert to channel’s webhook URL.
**3.22. Trello**
- Feature/Setting: Automate adding card/comment in “Stalled Deals” list via API.
- Sample Configuration: POST to `/1/cards` with necessary card fields.
**4. Benefits**
1. Automates detection and manager alert for stagnant pipeline deals to prevent lost revenue.
2. Automatedly ensures no high-value opportunities are forgotten or left unaddressed.
3. Increases accountability and follow-up rates through automation.
4. Accelerates sales cycles by automating reminders and escalations.
5. Enables scalable, repeatable automation across large Pontiac dealer networks, enhancing consistency and effectiveness.
6. Minimizes manual review and intervention by automating notification and escalation workflows.