Strategic Thinking for Effective Pipedrive Automations

Feeling overwhelmed by the endless possibilities of Pipedrive automations? You’re not alone. Many users struggle to decide where to start and how to integrate automations effectively. Imagine a world where your sales team never misses a follow-up, your leads are nurtured effortlessly, and you have more time to close deals. That’s the power of strategic automations. Let’s break down the process together.

Step 1: Define Your Sales Process

Start by mapping out your entire sales process. Break it down into distinct stages, from lead generation to closing the deal. Walk through this process as if you were a customer. At what stages would you be comfortable with automatic emails? When would you prefer your sales or service teams to follow up personally?

Questions to Consider:

1. What are the distinct stages of your sales process?
2. How does a customer move through these stages?
3. At what points would automatic emails be appropriate?
4. Where should personal follow-ups be prioritised?

Step 2: Identify Automation Opportunities

Think strategically about where automation can make your process more efficient. For each stage, consider the timing and nature of interactions:

• Would an automated email be suitable here?
• Should this step require a personal touch from my sales team?
• How can automation enhance the customer experience without feeling impersonal?

Questions to Consider:

1. How many days after sending a quote should your sales advisor wait before following up?
2. How aggressively would you follow up?
3. What about lost deals? How many reasons are there for losing a deal?
4. How would you re-approach each reason in an ideal world?

Feeling paralysed by too many automation possibilities. Start simple and focus on the most impactful areas.

• Lead Generation: Automated welcome emails
• Initial Contact: Personal follow-up
• Qualification: Automated follow-up emails
• Proposal Sent: Personal follow-up after a set number of days
• Negotiation: Combination of automated and personal touchpoints
• Closed (Won): Automated onboarding emails
• Closed (Lost): Automated feedback request and educational content

Step 3: Timing and Frequency

The timing and frequency of your follow-ups can make or break your sales efforts. Think about how soon after sending a quote you should follow up, and how persistent you should be.

Questions to Consider:

1. How many days after sending a quote should your sales advisor wait before following up?
2. How frequently should follow-up emails and calls be made?
3. How can you balance being persistent with respecting your lead’s time?

Common Pain Point: Balancing persistence and patience, leading to either too aggressive or too lax follow-up strategies.

Step 4: Handling Lost Deals

Losing a deal isn’t the end—it’s an opportunity to learn and re-engage. Identify common reasons for lost deals and tailor your follow-up approach accordingly. Would it be a call from their initial account manager? What about gentle educational email content?

Questions to Consider:

1. What are the common reasons for losing a deal?
2. How would you reapproach each reason in an ideal scenario?
3. Should the follow-up be a call from the account manager or an educational email series?

Failing to revisit lost deals and missing out on potential future opportunities.

• Budget Issues: Educational emails on ROI and cost-saving tips
• Chose Competitor: Check-in call from account manager after 3 months
• Timing Not Right: Automated nurturing emails for future engagement

Strategically thinking about your sales process and where to apply automations can transform your workflow. The payoff? A streamlined sales process where no opportunity is missed, and your team can focus on what they do best: closing deals. Take the time to map out your process, identify key automation points, and plan your follow-ups carefully. By doing this, you’ll ensure that your automations work for you, not against you.