Creating Deals and Tasks for Sales Agents automatically few days after subscription end

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Creating Deals and Tasks for Sales Agents automatically few days after subscription end

Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation

Goals

Improve conversion and sales

Encourage repeat sales

Manage leads and accelerate the sales funnel

Improve retention and fight churn

Industries

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Description

Transform your sales process with our intelligent automation solution. Automatically generate targeted tasks and deals post-subscription, enabling your sales team to focus on closing deals rather than administrative tasks. Experience a seamless, efficient sales workflow like never before. Enhance efficiency – automate the creation of deals and tasks for sales agents post-subscription, eliminating manual tracking and follow-ups, maximise sales opportunities – ensure timely engagement with potential clients, capturing every opportunity for conversion, streamline sales workflow – allow your sales team to focus on closing deals while automation handles administrative tasks, increasing overall productivity.

Implementation Effort

Impact on a goal

Assets

Today 9:41

9:41

Automation

Outcome

Increased sales and revenue

Improved conversion rates

Enhanced productivity

Detail user scenario

This use case automates follow-ups for recently ended subscriptions. It detects expired subscriptions, creates a deal in the CRM, assigns it to a sales agent, and schedules follow-up activities like calls or emails. Each activity includes customer details and relevant context to ensure efficient and personalized engagement, boosting retention and sales efficiency.

Step-by-step

1
Detect Users with recently ended subscriptions: monitor subscription statuses to identify users whose subscriptions ended a few days ago.
2
Create a deal and assign the agent: automatically generate a new deal in the CRM for each identified user and assign the deal to a sales agent.
3
Create the activity: set up specific activities related to the deal, such as follow-up calls, emails, or meetings. Include details such as the customer's information and any relevant notes or context to assist the agent in their follow-up.

Detail user scenario

Step-by-step

1
Detect Users with recently ended subscriptions: monitor subscription statuses to identify users whose subscriptions ended a few days ago.
2
Create a deal and assign the agent: automatically generate a new deal in the CRM for each identified user and assign the deal to a sales agent.
3
Create the activity: set up specific activities related to the deal, such as follow-up calls, emails, or meetings. Include details such as the customer's information and any relevant notes or context to assist the agent in their follow-up.

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Email Marketing

Send personalized emails that resonate with your users at the perfect moment.

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Embedded Forms

Get more data from users easily with embedded forms.

In-app Messages

Show pop-ups inside your mobile app to guide or inform your users.

Prerequisities

Back-end integration regarding subscription end-dates and updates

Sales agents added to your app

Step by Step Guide

Written by

Sabina Sęk

Creating Deals and Taks for Sales Agents automatically

Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation

Read the guide

Recommended data structure

With the help of User.com, we were able to respond to the challenges we faced. The customer service team saves 3 to 4 hours a day by automating repetitive tasks and has more time to handle tickets that require their support.