The more time your team has to spend on high-value activities, the better. One of the easiest, most effective ways to free up your teams is by automating routine processes.
Consider, for instance, a lead routing workflow that automatically assigns leads to the correct salespeople. For some MedTech providers, routing may be driven by the geography of leads in relation to the territories specific salespeople cover. In other cases, routing may be driven by a product of interest — for example, diagnostic imaging equipment versus ultrasound equipment.
Let’s say that, after the salesperson has a demo with the lead, there is no activity logged for seven days. You can create a workflow that automatically creates a task for the deal owner to follow-up with that deal — and any others that have hit that seven-day mark. Similarly, alerts can also be sent to the deal owner’s manager for added visibility and support.