What is Automate?
Nothing is more annoying than spending hours updating your Salesforce or having to remember all the admin work you have piling up. RevOps is breathing down your neckā¦ āWhen are you updating your active deals?āā¦ āWhat are the next steps?ā.
The Automate tab is like your personal assistant. It listens to all your data - CRM, email, calendar, etc. - making sure you never drop the ball and that you follow the sales process.
How to use Automate?
Navigate to Automate
From the Atlas home page, click on the Organize panel
Youāll find your daily calendar on the right side.
If you click on the second tab at the top (named āAutomateā), you will find a list of automated alerts to tackle.
It will also display the total number of alerts and an option to Block time in your calendar, so you can tackle admin work as efficiently as possible.
What are the Automate alerts?
Automate will alert you of any of the following situations based on your own data.
We have an ever-growing list of use cases to make sure Automate is tailored to the evolving needs of reps.
When an opportunity is active - more than 30 days without activity and no activity planned ahead
When a lead is active - more than 30 days without activity and no activity planned ahead
When a meeting is more than halfway through the funnel and is missing key contact roles assigned: an Economic Buyer, Executive Sponsor, Decision maker, or Technical buyer.
When an opportunity is more than halfway through the funnel and is missing key fields: Amount, Quantity, Close date, Lead source, Next steps, and Type
When a lead has been assigned more than 7 days ago and is missing key fields: Lead Source, Company, Website, Rating, Email, Title
When an opportunity is past the close date
When a new contact is identified - based on your recent (past or future meetings)
When a new contact role is identified to one of your active opportunities - based on your recent (past or future meetings)
When a new opportunity has been assigned to you and you havenāt done anything on it in the past 7 days
When a new lead has been assigned to you and you havenāt done anything on it in the past 7 days
When you are 80% into your opportunity and the expected close date is less than 7 days ahead
When, after a meeting with an active opportunity or lead, you havenāt followed up via email in the 2 days after the meeting
When, after a meeting with an active opportunity or lead, you havenāt updated the Next Steps field in the 2 days after the meeting
When you are more than 25% into an opportunityās stages and there has been no
Every alert will suggest their respective action/automation. You simply have to click on the button to get it done
The necessary action (i.e., draft an email) or the module (i.e., pipeline view, record details, timeline) will open. Itās that easy.
When does Automate help?
Automate just makes you a more reliable team member - one that your manager will love!
Sellers will glance at Automate every morning to see there are any urgent alerts worth tackling. For example, if you forget to follow-up with a prospect after a meeting.
Otherwise, sellers will block 30 minutes in their calendar twice a week to tackle the other administrative tasks.
š” Need help? Send us a message via the in-app chat or email us at [email protected].
š¤ Want to talk to someone? Book a session with one of our specialists!