#Unpacked EP7: Deal Automation & Workflows

 
George: On Tuesday, we were talking about work flows. We talked about how we had just scratched the surface. You jokingly kind of said, well, you know we could go into deal automation and probably have a whole another episode. That's what we are doing today. We are going again and talking about deal automation. Remington, do you happen to have comments up so that you can view and kind of pay attention to those?

Remington: I don't, but I can pull them up.

George: So if people do leave a question or a comment in the comment section that we can get to that and answer that. You know, we love to play the emoji game. This week, if you like well, this episode. If you like what we're throwing down. Make sure you use the drop the mic or the mic emoji, so that we know that you love what we're doing. If you are not using deal automation or wish you had access to deal automation, then simply use the sad face and we will know what you're saying. Leave your comments and questions as we go.

George: Remington, as we dive into this Sprocket Talk unpacked episode fine sir. When you think of deals and automation, what do you think of? I'm super curious. Let's go ahead and get into this.

Remington: Yeah. I'm going to answer Brandon's question, because we do have a comment already.

George: Nice.

Remington: Brandon, we will have this available outside of Facebook if you can message the page with your email address. We'll send you a direct link.

George: Oh yeah. Yeah, yeah.

Remington: Oh yeah. All right. Deal automation. I feel like I got to get it ready, we're going boxing or something.

George: Yeah, yeah, yeah, yeah, yeah.

Remington: Deal automation is a lot of fun. I'm [inaudible 00:02:17] since HubSpots allowed for that to come in. Because it used to all be at the contact level. There's a couple things that can get a little crazy with that is if you have two deals, for the same contact suddenly things could get kind of sticky in regards to the right people being in the right lists. If you have an older platform where you were doing your deal automation like a contact has a deal in this stage, you need to update it so that it's just the scope of the actual deal itself. Where I'm going with that is between the required [inaudible 00:02:59], automation for a second. And then the option for deal stage based automation. Now suddenly you can set up reminders for internal tasks. You can make sure people have their stuff. You could even push for automated followups using marketing. That kind of thing. There's a lot of false

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