1:55
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What this video answers
What is a workflow in Sales Intellect?
A workflow waits for something to happen, like a form being filled in, a tag being added or a deal being won. Then it does the follow-up for you - emails, tags, deals and sales processes - at exactly the right time.
Watch this part (0:00)What can start a workflow?
A form being submitted, a tag being added, a field changing, a date coming up, or a deal - for example a job's chance changing to Closed.
Watch this part (1:09)Can a workflow wait and check before it acts?
Yes. The workflow in the video waits two days, then checks whether a replacement has already been pitched or the customer has opted out. Only if not does it tag them, open a deal and send a friendly email.
Watch this part (0:24)Can automated emails be personalised for each customer?
Yes. The email is written once and each customer's details, such as their name and the kind of hot water system they have, are filled in as it goes out. You can preview it with a real customer to see exactly what they will get - nothing is sent from the preview.
Watch this part (0:48)How do I set up an automatic annual service reminder?
Start the workflow when a job is won (the deal's chance changes to Closed), add a wait of 330 days - about eleven months - then add the customer to a sales process, such as an annual health check board the office works through each week.
Watch this part (1:34)Will a workflow run before I have finished building it?
No. A new workflow is saved as a draft and nothing runs until it is switched on. Later changes to a live workflow stay in a draft too and only go live when released, so a working workflow is never half changed.
Watch this part (2:03)Everything said in the video
0:00
What workflows do
Workflows are Acme's extra pair of hands. Each one waits for something to happen, like a form being filled in, a tag being added, or a deal being won. Then it does the follow up for you: emails, tags, deals and sales processes, at exactly the right time.
0:24
Inside a workflow
Here's the one behind our hot water customers. It starts when a plumber records that a hot water system is over ten years old. It waits two days, then checks. Have we already pitched a replacement, or has the customer opted out? If not, it tags them, opens a hot water deal, and sends a friendly email.
0:48
Previewing a workflow email
Open any step to see its settings. The email is written once, and each customer's details are filled in as it goes out, like their name and the kind of hot water system they have. Preview it with a real customer to see exactly what they'll get. Nothing is sent from here.
1:09
Choosing the trigger
Building a new one takes a minute. Acme wants every job they win to turn into a health check a year later. Start with a trigger. A workflow can start from a form, a tag, a field changing, a date coming up, or a deal. This one starts when a plumbing job's chance changes to closed.
1:34
Adding the steps
Then the steps, picked from the palette on the left: emails, tags, deals, sales processes and more. Here, a wait of three hundred and thirty days, about eleven months. Then add the customer to the Annual Plumbing Health Check, the board Acme's office works through every week.
1:53
Connect and save
Finally, drag from the trigger to the steps to connect them, and save.
2:03
Drafts and going live
It's saved as a draft, so nothing runs until Jess switches it on. Later changes to a live workflow stay in a draft too, and only go live when they're released, so a working workflow is never half changed.
2:16
Wrap-up
Set it up once, and the follow up happens on its own, for every customer, every time.
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