When Trigger Automations Drive Sales: Accelo Success Stories

POV: You’re feeling frazzled trying to bring in new clients.

It could be the sheer number of calls you place and emails you send every day. It could be the worry of keeping up with your current clients’ needs. It could be the stress of wearing many hats as a service professional. 

But what if the root cause of your tension isn’t what you have on your plate but how you’re completing all of this work? Reaching out to prospects will feel overwhelming if it’s only piling on more manual tasks. 

Even though the act of selling requires individual conversations and personalized attention, parts of the process can — and should — be automated. Let’s talk about how to replace your current habits with new, more efficient workflows.

Why Automate Sales Tasks?

To establish real connections with prospects and build relationships that last, you need the time and energy to interact genuinely and frequently with each new contact. Unfortunately, all of the small but important tasks you do behind the scenes can keep you from engaging in outreach in a way that closes deals. 

Your pipeline is your business’s life source, and neglecting it can be costly.

When you tighten up your sales process by reducing redundant work, you up your chances of reaping the full value of every sale. Automation is one accessible way to make your internal operations support how you show up with future clients.

Trying to improve sales while working with a limited team? Our latest guide can help.

Powerful Examples of Sales Automation

It can be hard to concretely connect the idea of greater sales efficiency with what it looks like in practice. We’ll cover some specific examples of different types of helpful automations for sales.

In Accelo, there are built-in automations, status progression actions and trigger automations. The latter is what we’ll focus on here. A trigger can be set up to carry out an action or series of actions based on conditions, filters or rules.

For sales, some of the best ways to use trigger automations are for internal notifications, prospect detail updates or follow-up. Here are some scenarios in which you might use a trigger to save time and effort:

• A potential client submits an information request via your website form. It comes through Accelo’s request inbox and the platform checks to see if the associated company is in your CRM. If not, it creates a new record and sale and assigns the sale to the person you’ve designated.
• When a new sale has been created as above but your team is out of the office, Accelo steps in. You tell it to wait 30 minutes to check if there has been any outbound communication or status change. If not, Accelo sends a templated email thanking the person for reaching out and explaining when they can expect to hear from you. 
• After sending a quote, you set a prospect’s status to "Quote Sent.” If it's been in that status for more than three days with no inbound activity, Accelo sends a check-in email from your sales rep, then sends a second one if there’s been no reply after seven days.
• You’ve received no communication from a prospect for 31 days. Accelo automatically updates the contact’s status to "cold."

All of the above are only examples of the many possible combinations of triggers you can create. Statuses are completely customizable, as are time frames and associated actions.

BONUS: You can set triggers to run at all times or only at certain hours or on certain days of the week.

As you can see, automating parts of your communication, internal updates and email cadence can relieve your team of the pressure that comes with keeping up with active leads. Automation can also help you determine when there’s an opportunity to upsell existing clients.

Success Stories Featuring Accelo’s Sales Product

Many service professionals we know have applied the power of automation to the sales and quoting process with profound results. Here’s how four firms that use Accelo did it: 

• Comit Developers, a leading web firm in Louisiana, found they were engaging in a lot of double entry before adopting Accelo because they were logging sales and projects in separate platforms. Now, they can track opportunities in the same place where they keep track of client requests, tasks and more.
• DH Glabe & Associates, a team of engineers in Colorado, used to struggle with the quoting process. With detailed reports driving their estimates and templates helping them quote faster — not to mention Accelo’s one-click quote-to-project conversion — they onboard new clients in far less time.
• The Genesis Group, a software development company in Texas, set up triggers for ticketing to alert them to clients that were primed for an upsell. Sales and customer service worked together to find new opportunities for expansion.
• Tegrita, a marketing technology consultancy in Toronto, didn’t have a way to visualize their entire sales pipeline — until they adopted Accelo. Thanks to what their CRO calls “the best CRM view of all time,” the firm’s leadership can check the status of any lead at any time.

Your Chance To Become a Well-Oiled Sales Machine

Your business could follow in the footsteps of these Accelo users. If you’re curious about how to simplify quoting, outreach and all the other key components of sales, it’s time for a new approach.

Join the automation revolution by starting your free trial or schedule a demo of the platform.

About the Author

Chelsea Williams is Senior Copywriter at Accelo, where she shares unique insights with service professionals and tells user stories via blogs, eBooks, industry reports and more. She has over 15 years of B2B and B2C writing experience — primarily in tech, sales, education and healthcare. Chelsea is an AWAI-certified Master Copywriter trained in brand storytelling and microcopy.