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Automating Automation for Dealmakers

Dealmaking can be time-consuming and difficult particularly when the relationships with buyers go through different stages. However, it doesn’t have to be slow and manual thanks to Wrk’s exclusive automation platform, your team can https://www.dataroomready.net/how-to-prepare-for-a-vc-meeting leverage automations that will make it easier to build relationships while maintaining the effectiveness of the automated systems you’ve already established.

You could, for instance create an automated trigger when a transaction changes from Lead to Open Deal status in your pipeline. This will create a new task that has the following details Name Enter a unique task title. Enter a short summary of the task to be completed. Assignee: Choose a person to assign the task. Due date: Choose a date and duration to determine the time this task must be completed by. Message to send – Include an email address in the message or create a text box to compose it. The message will be sent to the individual assigned to the task. Add an Deal token to the message so that you can include information in the email that is based on the specific property of the deal.

Another typical use case for automation is to deliver presentations. Dealmakers invest a lot of time planning, preparing and delivering presentations. This can be a difficult and tiring task. But automation can help streamline this process by allowing a computer to automatically pull information from sources that are public to present a more customized and personal overview of the business for each potential buyer. This will help to reduce time and increase efficiency and boost the results.

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