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Common Questions About Sales Task Management

  • What are workflow triggers?

    Workflow triggers are events that determine when a specific action will initiate in a predetermined workflow such as an email sequence.

  • What are the benefits of workflow triggers?

    Tracking and managing touch-points in a prospecting workflow is difficult. Sales reps using multiple channels for their outreach often miss crucial follow-up steps as a result of data loss between their different systems. 

    Using workflow triggers automate this process while tracking all data back to CRM, eliminating the need for manual data entry. This automation not only streamlines repetitive business tasks, it creates more productivity while also reducing the overall chance errors, enabling sales organizations to:

    • Stay accountable for the different touch-points of your prospecting process

    • Prioritize time-sensitive action items

    • Work collaboratively with other members of your sales team

  • How can triggers help the sales process?

    Triggers give sellers monitor and execute follow-up activities for continued engagement across your teams target accounts. In summation, a trigger provides an alert, or a heads-up, when an action has automatically taken place or needs to happen manually. For example: When a new lead has entered Salesforce, a trigger can notify a seller to reach out by phone or it can notify a seller that the lead was automatically added to an email sequence.

  • What is an example of a trigger event?

    There’s no shortage of triggering event options. Examples include: When a contact or lead has been added to their organization’s CRM, when a form has been submitted, or when a specific website page has been visited. Each of these actions can prompt task creation and assignment to different reps within a sales organization.

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