How does an automated sales process sound to you? Putting your lead management, sales engagement, and workflows on autopilot sounds like a huge win, right?

Well before you dive headfirst into a sea of automation rules and turn your sales process into a well-oiled machine, it’s important to remember that every sales team is unique. You need to assess where sales automation logically fits into your team’s process. Will it empower your team for more meaningful sales engagement? Or could it possibly take away your team’s ability to personalize messages to their buyer?

To make sure you are creating the right rules for your team, there are a few important principles that should guide your development process. Here are the do’s and don’ts of creating automation rules.

Do'sDon'tsAutomationRulesInfographic


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