Salesforce automation templates

• Sales

  Find stalled deals in your pipeline

  Each open deal with no activity for weeks, with the likely reason and one next step, largest first.

  On a schedule: Every Monday at 8:00

  • SSalesforce
  • Gmail

• Sales

  Prepare the renewals due next quarter

  Each renewal with usage, open tickets and a risk level, plus a draft e-mail or a save plan for each.

  On a schedule: On the 1st of each month at 9:00

  • SSalesforce
  • Zendesk
  • Gmail

• Sales

  Prepare a quarterly business review for a client

  Usage, results against the client's goals, support history and goals for next quarter, in one review doc.

  You start it: When you start it

  • SSalesforce
  • Any admin panel
  • Zendesk
  • +1 more: Google Docs

• Sales

  Write a mutual action plan for a deal

  Each step to a signed contract and go-live, with owners on both sides and dates, ready to share.

  You start it: When you start it

  • SSalesforce
  • Google Docs

• SalesAsks first

  Find a customer reference for a deal

  The happy customers that best match a prospect, with proof, and a request to each account owner.

  You start it: When you start it

  • SSalesforce
  • G2
  • SSlack

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