Workflow86 for Sales
Boost sales productivity and close deals faster
Let automation handle lead management, follow-ups, and pipeline updates, so your sales team can focus on building relationships and closing deals
Generate Workflows for Sales
Lead Management
Create a workflow to automate lead capture and management: collect leads from multiple sources (forms, websites, social media), automatically enrich contact data, assign to sales reps, track engagement, and schedule follow-up actions
Sales Pipeline
Design a sales pipeline workflow to track deals from prospect to close: stage transitions, automated notifications, follow-up reminders, win/loss analysis, and revenue forecasting
Quote Generation
Build an automated quote generation workflow: template selection, dynamic pricing calculations, approval routing, electronic signature collection, and automated follow-ups
Customer Outreach
Implement a systematic outreach workflow including prospect research, personalized email sequences, meeting scheduling, call logging, and engagement tracking
Order Processing
Create an order processing workflow covering order validation, inventory checks, payment processing, fulfillment tracking, and automated customer communications
Sales Territory
Design a territory management workflow to optimize coverage: lead assignment rules, geographic mapping, performance tracking, and territory rebalancing
Sales Training
Develop a sales enablement workflow to onboard and train sales reps: content delivery, skill assessments, certification tracking, and performance monitoring
Account Planning
Set up an account planning workflow to manage key accounts: relationship mapping, opportunity identification, action planning, stakeholder management, and quarterly reviews
Sales Forecasting
Create a sales forecasting workflow to predict revenue: pipeline analysis, historical data comparison, probability weighting, and forecast adjustments
Commission Management
Establish a commission calculation workflow including sales tracking, variable compensation rules, approval processes, and payment processing
Deal Desk
Design a deal desk workflow to handle complex sales: custom pricing requests, legal review, internal approvals, customer negotiations, and contract management
Sales Analytics
Create a sales analytics workflow to track KPIs: data collection, performance metrics, trend analysis, report generation, and insights distribution
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required