Workflow Automation for Inside Sales Reps, SDR, BDR.

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mgirgis
mgirgis Member Posts: 12
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edited April 24 in Workflow Automation #1

Anyone using WA for outbound calls/emails and automating the workflow?

Does leads inbox help you manage your deals before converting to a deal.

If yes has it helped you or others within your organization.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited February 2021 #2
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    @Boris Tsibelman have you perhaps set this up for your customers? Any tips?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
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    edited February 2021 #3
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    I think at the moment it might just be easier to use Deals the whole time.

    Either create a separate pipeline to manage the deals or just create a new stage called "Lead" and have that be the leftmost stage.

     

  • mgirgis
    mgirgis Member Posts: 12
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    edited February 2021 #4
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    Thank you guys, we have had that in the past and just gets too taxing and unorganized to see a slew of deals under the lead stage. So have you come across different WA set for BDR's ?

     

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