Sales Process & Deal Flow AutomationPurpose
1. Automate instant notifications to management whenever high value or urgent Cadillac deals are created, updated as urgent, or become stalled in the CRM.
2. Ensure that high-conversion opportunities receive prompt attention, speeding up response and increasing closure rates by automating management alerts for critical deals.
3. Create a systemized, automated process targeting deal flow gaps and high-value monitoring, automating escalation and reducing human error in deal oversight.
Trigger Conditions
1. Deal created and meets “high value” threshold (e.g., >$75,000).
2. Deal status updated as “urgent” via sales rep entry or system rules.
3. Deal stage remains unchanged for set time (e.g., >48 hours) in crucial phase, automating a stall alert.
4. Manual override or automated flag via custom CRM field triggers an alert.
Platform Variants
1. Salesforce
- Feature/Setting: Process Builder/Flow; automate notifications using “Send Email” or “Post to Chatter” actions with deal value and urgency logic.
2. HubSpot
- Feature/Setting: Workflow automation; trigger internal notifications via in-app, email, or Slack for deal stage/value updates.
3. Microsoft Power Automate
- Feature/Setting: Automated Flow; trigger alert using “When a record is updated” in Dynamics 365, push email/SMS/Teams notification.
4. Zoho CRM
- Feature/Setting: Workflow Rules; set if/then conditions for deal fields, automate management notifications via email or Zoho Cliq.
5. Pipedrive
- Feature/Setting: Automation; trigger custom actions (email, Slack) using deal field conditions through automation flow.
6. Slack
- Feature/Setting: Incoming Webhooks or Workflow Builder; automate management channel alert for tagged deals.
7. Twilio
- Feature/Setting: Studio Flows or REST API; automate SMS/voice alerts for flagged deals to management.
8. SendGrid
- Feature/Setting: Transactional email API; automatedly generate email notifications upon automation trigger from CRM.
9. Gmail
- Feature/Setting: Apps Script/Filters; auto-generate labeled management notifications based on API or Zapier triggers.
10. Outlook
- Feature/Setting: Rules or Power Automate connectors; automate templated deal notifications forward to management.
11. Microsoft Teams
- Feature/Setting: Connector; automate alert card in management channel through Power Automate bot/connector.
12. Asana
- Feature/Setting: Rules/Automations; create automated task or comment for management based on deal flow alerts.
13. Trello
- Feature/Setting: Butler automation; auto-create card/alert and mention for management on deal workflow triggers.
14. Monday.com
- Feature/Setting: Automations center; automate item creation/alerts to management board or person via rules.
15. Zapier
- Feature/Setting: Multi-step zap with filters/paths; automate cross-platform management alerts from CRM event.
16. Google Chat
- Feature/Setting: Webhook automation; auto-alert dedicated space or managers by bot on deal triggers.
17. RingCentral
- Feature/Setting: Glip bot/API; automate call or message alert to management for high priority deals.
18. Freshsales
- Feature/Setting: Workflow automations; automate email or SMS to selected managers for urgent deal flags.
19. Intercom
- Feature/Setting: Webhooks/Operators; automate targeted message/notification to relevant stakeholder group.
20. ClickSend
- Feature/Setting: SMS/Email API; automate outbound notifications to management numbers/emails on event.
Benefits
1. Automator enables real-time management intervention in automatable, time-sensitive deals.
2. Automated notifications reduce lost opportunities and accelerate sales cycle for high-value transactions.
3. Systematically automate escalation to guarantee visibility on urgent or stalled deal flow.
4. Achieve improved accountability and data-driven decisions with automated deal tracking and awareness.
5. Automation reduces manual oversight and human error, making high-priority deal management scalable.