How do I know if my automation is working?
Posted: Thu Jan 23, 2025 6:55 am
After creating and configuring your automations, you can check that everything is working correctly in my automations and activate them, deactivate them whenever you want and check the activities performed.
In total, up to 50 different automations can be created in your CRM account, but they can run hundreds of processes automatically.
You can find more information about sales automation in our Help Center .
plan-pro-2-gif-blog-rd-station
Get ready to discover the most important and strategic pillars of the 2023 Sales Outlook and Trends Report .
Improve the process with advanced reporting
In the new plan, you'll find two reports , each with detailed views on your sales team's performance and the activities they performed.
In them, you can add filters for period , sales funnel, sales jamaica whatsapp resource teams, or even the name of the seller.
Additionally, you can track the first contact time of an opportunity and associate it with the salesperson's conversion rate.
Now let's learn a little more about these reports:
– Sales performance : Here you will find data that will help you understand your business process, identify bottlenecks and how to evolve.
Track metrics such as conversion rate and the most common reasons for loss from your team or the funnel stage.
Example: You might discover that the final stages of your process have a recurring reason for loss and think of strategies to solve that reason.
In addition to understanding if any salesperson performs or has difficulties in the process differently than the rest of the team.
An example of a conversion rate, on the other hand, is that you can evaluate at which stage of the funnel you are losing the most opportunities and think about whether there is something in your process that could be causing that drop.
plan-pro-3-gif-blog-rd-station
– Sales Activity: In this report you will find information that will help you understand mainly the performance of your sales team or a person on the team, data analysis on the time of first contact, tasks performed, the number of interactions made, among others.
You'll gain insight by evaluating how long, on average, each salesperson takes to contact a lead and what impact that time has on that person's closing.
What does the person who closes the most sales do differently from the rest of the team in terms of volume of tasks and interactions, how can these good results be replicated in the rest of the team.
plan-pro-4-gif-rd-station
And the best part is that all of these reports have a list of opportunities, so you can see exactly what opportunities are being counted in that report and adjust the data accordingly or turn it on if it makes sense for your sales strategy.
In total, up to 50 different automations can be created in your CRM account, but they can run hundreds of processes automatically.
You can find more information about sales automation in our Help Center .
plan-pro-2-gif-blog-rd-station
Get ready to discover the most important and strategic pillars of the 2023 Sales Outlook and Trends Report .
Improve the process with advanced reporting
In the new plan, you'll find two reports , each with detailed views on your sales team's performance and the activities they performed.
In them, you can add filters for period , sales funnel, sales jamaica whatsapp resource teams, or even the name of the seller.
Additionally, you can track the first contact time of an opportunity and associate it with the salesperson's conversion rate.
Now let's learn a little more about these reports:
– Sales performance : Here you will find data that will help you understand your business process, identify bottlenecks and how to evolve.
Track metrics such as conversion rate and the most common reasons for loss from your team or the funnel stage.
Example: You might discover that the final stages of your process have a recurring reason for loss and think of strategies to solve that reason.
In addition to understanding if any salesperson performs or has difficulties in the process differently than the rest of the team.
An example of a conversion rate, on the other hand, is that you can evaluate at which stage of the funnel you are losing the most opportunities and think about whether there is something in your process that could be causing that drop.
plan-pro-3-gif-blog-rd-station
– Sales Activity: In this report you will find information that will help you understand mainly the performance of your sales team or a person on the team, data analysis on the time of first contact, tasks performed, the number of interactions made, among others.
You'll gain insight by evaluating how long, on average, each salesperson takes to contact a lead and what impact that time has on that person's closing.
What does the person who closes the most sales do differently from the rest of the team in terms of volume of tasks and interactions, how can these good results be replicated in the rest of the team.
plan-pro-4-gif-rd-station
And the best part is that all of these reports have a list of opportunities, so you can see exactly what opportunities are being counted in that report and adjust the data accordingly or turn it on if it makes sense for your sales strategy.