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Finding the sweet spot in process automation

68 min watch

A rep over-discounted a proposal. A deal contains incompatible products. Mistakes like these happen when sales reps are bogged down with the intricacies of complex products and pricing rules. On the flip side, operations and finance departments need accurate data to meet their goals, which can lead to over-templated processes that stop sales in their tracks. The struggle has always been balancing where process and behavior meet.  

To find the process sweet spot, businesses need to focus on the ins and outs of the entire sales process and layer in automation that saves everyone time and energy. In this webinar, we’ll discuss how to approach automation in the sales process so that Sales, Ops, and Finance all win.  

In this on-demand webinar, we'll cover:

  • How to build automation requirements for success
  • Common process gaps and strategies to fill them
  • The long-term benefits of automation to your business