The central feature of sales automation is the Sales Board (kanban-style board), where each column represents a stage in your sales funnel (e.g., New Prospect, Contacted, Working, Quote Ready, Quote Sent, Won). As prospects move through the sales process, the platform triggers automated workflows based on the current stage.

Key Automation Features

• Automated Communication: When a prospect moves from one stage to another on the Sales Board, automated campaigns are triggered. These campaigns can send personalized emails, SMS notifications, or other communications based on the current stage. For example, moving a prospect to "Quote Sent" can automatically generate a task or reminder for the agent to follow up with the customer in a few hours or the next day.
• Data Capturing: Automated pipelines allow you to capture customer data at every stage of the sales process. This ensures that all interactions are recorded, and any updates to customer details are automatically applied. For example, when a prospect moves to the "Quote Ready" stage, the system can capture additional data needed for the quote.
• Document Generation: As prospects progress through the sales process, the system can automatically generate documents such as quotes, contracts, or invoices. These documents can be customized with customer data captured during the sales process, eliminating manual entry and ensuring accuracy.
• E-Signature Automation: At key points in the sales process, the platform can automatically trigger e-signature workflows. For instance, once a customer accepts a quote, the system can generate and send a contract for electronic signing without the agent needing to intervene manually.

Using the Sales Board to Trigger Automations

The Sales Board provides a visual representation of your sales funnel, where each step (column) corresponds to a different stage in the sales process. Automations are triggered when prospects move between stages, helping agents to stay on top of their tasks without manual follow-ups. For example:

• New Prospect: Automatically generate follow-up tasks and send a welcome email to the prospect.
• Contacted: Trigger reminders for agents to schedule the next follow-up and generate documents like introductory brochures.
• Quote Ready: The system generates a quote document based on captured data, and automates the email or SMS to send it to the customer.
• Quote Sent: Track customer engagement by capturing clicks and responses from the customer’s email, and generate follow-up tasks for the agent.
• Won: After successfully closing a deal, automatically trigger an e-signature process to finalize the contract and complete the transaction.

Automating these key processes ensures consistency and improves efficiency in the sales process. By capturing data, generating documents, and initiating e-signature workflows at the right time, your agency can provide a seamless experience for both agents and customers.

Conclusion

Sales automation allows you to automate many repetitive tasks, ensuring that your agents remain focused on important, high-value activities. By using the Sales Board and automated workflows, you can streamline communication, document generation, and data management, helping your agency close deals faster and more efficiently.