Automation rules can be used to execute any repetitive process that you’d normally have to do manually, and can include multiple actions built on a set of criteria. This function gives administrators more control over the flow of data, both in and out of the system. This also allows a criteria met by one SDR’s process to be reflected to the entire team, preventing duplicate communications at an Account-Based Sales level.
Salesloft customers can now use email link clicks to trigger automation rules. Admins can select “When a Person replies to an Email” as a triggering event option in Automation Rules.
Click actions can be used to:
- Set person fields,
- Add person to a cadence
- Remove a person (or companies) from all cadences
Salesloft admins can also use both Person or Company criteria when setting up the rule.
*Please note, Automation Rules are team-wide, and would potentially impact all email link clicks to all team members without additional criteria narrowing it down.
Examples:
“When a prospect replies to an email, then remove all people at that company from all cadences for all Salesloft users.”
This prevents your team members from continuing to contact other prospects at that company.
“When a prospect replies to an email AND their title is “CEO,” then change company stage to “Speaking with Decision Maker.”
This ensures that only CEOs’ responses can update the company stage.
“When a prospect replies to an email AND the Company Owner CRM ID is “XXX,” then remove all people at that company from all cadences for all Salesloft users.”
This ensures that only companies whose Salesforce account owner match that CRM ID can remove people at that company from all cadences team-wide.
Thank you for enabling Salesloft to continue to serve you. As always, we are excited to hear your feedback!
We are really excited to release this new feature and as always, please let us know what you think. If you have any questions please check out the Knowledge Base, or contact [email protected].