Streamline Your Document Processes with Sales Automation Services for Supervision

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[Music] we came up with automation journeys so what exactly is automation service right so think about automation journeys as the name goes by will help you automate your end-to-end customer journeys across sales marketing and service touch points you can run multi-day multi-touch point multi-channel automations and really deliver that seamless consistent customer experience and orchestrate all of your processes be it across sales marketing service or any internal process optimization or task delegation that you would like to do with any other dedicated workflow system so what do i exactly mean by that so let us take a look at a classic customer journey for example and before i jump into the details about it let us let me share some more insights about what we have learned over the years working with you hand in hand we have seen businesses that perform or outperform others in the market they perform and operate a little differently so there has been a thin line now more than ever between you know sales marketing and support ideally what happens is these different teams end up using different tools and technologies which result in broken data unpredictable customer experience inconsistent data management and which all leads to you know ultimately a bad customer experience and buyers have become smart over the period of years all they want is a very good customer experience even before they spend a penny with you and hence it is not just necessary but a must for all the business to really come down to one single platform and orchestrate and really enable one single experience to all the customers in fact i was looking at an article uh you know a couple of days back and it said 70 of businesses who use a tool like automation journey called marketing automation you know people have different names and stuff they are really really successful compared to the ones that do not and that only says more about why automation journeys is very important so let us look at this example that you see on the screen right let's say there is this buyer who starts you know maybe researching about your product or offering you know online they come visit your website they maybe interact with one of your sales reps you only submit a form and then your sales teams take over you know start having those conversations really understand what are their needs you know show up their product offerings with the help of a demonstration you know goes into the negotiation cycle you close the contract you hand it over to the customer success team you know they take care of the onboarding and the task is not really done all you need is a stronger relationship over the period of years to really retain that customer and delight with them when it comes to customer experience so as you can see on the screen now all these different touch points owned by multiple different teams have different color codes but they are really really interweaving they are not really siloed there is no fixed stage where marketing will hand over customer and all their interactions to sales will then hand it over to customer success if you really have to be up on your game you need to be one and that's what automation journey will enable you to do so without further ado let's take a look at what i mean by that so you'll be able to find automation journeys just below text right here as you can see on the screen now the interface looks very simple you can find all your different folders in here basically you can segment uh journeys across maybe different teams maybe different processors it says customer success we use this playbook you know lead capture and you can just divide it for easy access you can find all your journeys in here you can quickly search through that you can find all different statistics around as well you can see you know the ones that are under draft because you really want to review and agree on a consensus before making it live now you can see some of them are paused uh could be for any reasons right some of them are for live as well and you can really do that we'll jump on to automation journey templates in a moment but let's start with creating one simple journey and really seeing what it looks like to create your first journey so talking about the interface again you know you can really name your journey what is it all about in my sense i can say you know it's all about let's say nurturing for example right you can just save it in any folder i can find all the different triggers in here there are about 20 plus triggers a lot of different conditions in a ton of different actions that you can choose this is your complete canvas when you can easily drag and drop your trigger you can add any of your conditions and then relatively you can choose an action on top of it all you have to do is just connect the dots and as you can probably see and guess and assume that you don't really need a very heavy technical knowledge so whether you are you know probably a gen z millennial baby rumor anybody can do it and to add more on that you've also added annotations uh to really help you define what you do at each journey and each stage we will look that in a moment so let us start you know exploring all the triggers or actions or cards that you can find right here so you can see you can now trigger any automation based on different uh in any specific data or time on record being created on you know if they can update you can also trigger based on any communication the communication can be you know from your customers from your team internally from anybody as such right you can literally run automation based on different segments for example maybe you want to reach out to all your subscribers or you know you want to send them a newsletter or something well you can easily do that you can also have advanced triggers such as page views and events we'll talk about that in a moment you can have all your standard conditions and a lot of different actions as well now you can add time delays you can really configure when would you like to communicate with your customers and when you know you don't really want to annoy or bug them anymore right then quickly branch or split them and really test what works best or maybe just distribute between different teammates now you can neatly score your leads also just like workflows now you can actually call any third-party systems as well with the help of our you know webhook and api calls you know you can uh run any email communication or a text communication right you can just add or remove somebody from a list and really do a lot of different stuff such as update field or update any kind of records across any modules could be like contact you know a company activity or deal you can literally run it on or you can literally choose if you automatically want to change stages of your deal or your pipeline based on certain actions or conditions if you want to create any journey it's very simple as i said all you have to do is just drag and drop and you can add multiple different combinations you can add a condition and then you can choose an action talking about usability it's very very simple uh let's say you wanna mark somebody make sure this is a start right you can add in some different stickers in here you can add multiple different texts and a lot of different stuff and not only that you can easily select any of these blocks and you can easily sorry you can easily replicate it as well so for example if i really wanna i know copy and paste i can do it with the help of i'm sorry let me just give you a quick overview about so let's say i select all of these two blocks i want to control and paste i can literally do it with help not working for now i'll just hand it over to my build team to take a look at it but uh you can easily replicate all of your journeys right within the help of canvas it's very easy and very simple to do it not only that you can literally use all of our journey templates that we have pre-built so you can go through different categories based on your business so it is like is it for b2b is it for e-commerce is it for your sas business you can literally pick all these journeys that you're curated based on different goals could be for sales could be for retention if you want to generate dates you'll be able to find it and you can really find all the different journeys based on different goals and different industries as well right so let's pick an example for you right let's say you want to reach out to all your existing customers and want to run a net promoter score uh survey you can just quickly preview you can find all the details in here what we have done uh is we have added annotations at each stage we have added more details so that you can always learn what is it that we are doing at each stage and all you have to do if you want to kick start is you will literally have to add a use template button and it will be cloned onto your website it literally takes less than a minute to replicate all your journeys for your demo instance and then you can customize it the way you would like it it's very simple very easy very intuitive to use and anybody can use it we've added about 30 plus templates and we will keep adding a lot more of these based on you know your suggestions so if you have any suggestions any use case uh any ideas or any wants around what kind of automation would you like feel free to drop that in the chat box or write to us at support dot salesman.io and we'll be more than happy to take this ahead as well subscribe to the sales mate youtube channel and press the bell icon to stay updated on our new features releases and insightful videos