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hey everyone my name is Kristin and I work with hundreds of customers every month just like you to help them get the most out of their nutshell accounts today I want to talk to you about a really incredible tool that was recently released to nutshell users which is sales automation sales automation has saved our customers loads of time removing tons of manual data entry and lead assignment so they can focus on their business and making more money so here are just a few of my favorite parts of sales automation I'm going to start by talking about lead distribution lead distribution is something that you can automate a nutshell to take tons of time off of your plate funneling your opportunities into the correct pipelines so let's say you have a webform and you're funneling leads automatically into a nutshell from that form make sure it's getting funneled into the correct pipeline right away so that you can assign that lead to the correct person and you're not losing any time having to manually sort through or assign those leads to the correct pipeline another great time-saver is lead assignment within stages so once that lead is in the correct pipeline you're able to automatically assign those leads to the corrected individuals or the correct teams as you progress that lead through your pipeline this is really great if you have a qualifying team or a billing department that needs to pick up the baton at certain stages in your pipeline you're saving tons of time and there's no more guesswork another really great one is a stage goal state pools are how we automate the progression of leads based on what your rep has learned plan completed Center received from a prospect so as soon as that gets completed or logged in a nutshell not just taking the work off your plate to automatically progress that leads into the next stage need an email back from your prospect set it as a stage goal you're gonna bucket all of those opportunities if folks have raised their hand to say hey I want your help all without lifting a finger another one of my favorite parts of sales automation are automated tasks these help keep you on track to keep the ball rolling we're also able to automate email marketing via MailChimp through sales automation this saves you time adding or removing leads to our from MailChimp lists Bay start their current stage this has been a huge help for those folks who already are doing email marketing and has been huge or businesses who are toying around with the idea of email marketing but haven't chosen a tool yet so this is a great way that you can reach more of an audience and get your name out there we offer a slack automation this is a way that you can let your billing team or onboarding team know and you want to lead or if you just like to celebrate and then when the lead is closed you can set it follow through tasks to check in and six months to see if they're ready to renew well you and I both know that the business opportunity is not over once we win a lead so this is a great way to remind yourself to follow through automatically based on a custom period of time when the lead is closed you can change the related company page to a customer because hey your work is done and thank you so much for your time you guys do let us know if you're interested in learning more about sales automation my team and I are so happy to talk to you and would love to help you get started take care [Music]