Table of contents:
- What are Workflow Automation Templates?
- How Can Pipedrive Templates Help With Workflow Automation?
- What are the Most Popular Pipedrive Workflow Templates?
- How to Create Pipedrive Templates
- Automaly Experts Can Help You Set Up Your Company’s Pipedrive Workflow Templates
Time is a limited resource in business, and every sales team, regardless of size, can’t get enough of it. Your sales team members are always on edge with client calls, meetings, emails, and other sales activities. Moreover, they spend more time on administrative tasks and only 23% of their time selling.
To put things into perspective, 32% of your team spends 6-10% on meetings to close deals. And when they’re not in meetings, they’re:
- Doing the paperwork
- Writing down proposals for potential customers
- Drafting reports
- Creating sales strategies for the next campaign.
Thankfully, workflow automation is here to save the day. Workflow automation uses software to streamline tasks and procedures so they require less human intervention. It also streamlines operations and cuts down on redundant tasks, which saves time and money.
That brings us to the importance of Pipedrive workflow automation templates. In this article, we’ll break down what they are and how your sales team can benefit from them.
What are Workflow Automation Templates?
A workflow template is a pre-built set of steps and actions that can be used to map out a specific activity or an entire sales pipeline. Templates are designed to streamline your key sales activities and save time when planning and executing your sales strategy.
If you use a sales CRM like Pipedrive for your business, workflow templates will make your life a whole lot easier. Their real power, however, comes from their ability to become dynamic (they can be created and edited by just about any team member and monitored in one space).
So, instead of having to recreate the same workflow for every new sales campaign, partnership, or deal, you can simply change the parameters on the pre-made template and begin using it almost immediately.
How Can Pipedrive Templates Help With Workflow Automation?
Workflow templates ensure you don’t have to reinvent the wheel whenever a new deal gets in motion. For instance, you don’t have to whip up a new email for each new lead; simply set up an email template to go off automatically.
Doing this saves more time and spares your team from fatigue – 90% of your sales employees probably feel overwhelmed by repetitive tasks that can be automated.
Other advantages of Pipedrive’s workflow automation templates include the following:
Time is scarce. Creating workflow automation templates can save plenty of it. Pipedrive templates enable you to set up automated tasks for your business. For example, you can set up a workflow template so that an email automatically goes out to the customer when they place an order or submit a form through your website.
Pipedrive also roughly estimates how much time you can save using one of its pre-made templates.
Streamlined Sales Activities
One big reason 29% of companies have shown an interest in turning to low-code automation solutions to meet their needs is to benefit from streamlined activities.
Workflow automation templates are important because they help you automate and streamline your workflow processes.
Every move is calculated on a template. With pre-determined steps in the template, automatic triggers, events, and activities can be applied to each stage of the sales process – engaging a prospect in a call or assigning a new deal to a specific team member.
This makes it easier to manage your workflow process and keep it on track. Once you have created a workflow template, you can apply this to any new workflow, person, deal, or organization in your pipeline.
Create a Solid Foundation With Workflow Templates
Workflow templates make the crucial first step in creating a successful workflow management system. This is because they establish the foundation upon which the workflow is built. A workflow template is a pre-built set of activities that you can modify to streamline your team’s most common tasks.
A workflow template can help accelerate implementation by enabling you to focus on the individual processes rather than spending time building them from scratch. Templates are lightweight and easy to track down, edit, and put into use.
All you need is a solid understanding of your business’s nature and the work that goes on within it.
Establish Clarity With Workflow Templates
Another overlooked function of workflow templates is to establish clarity. A workflow template helps make things clear for the people using your workflow management system or customer relationship management (CRM) tool. This helps create a smooth transition between the different sales process stages.
A workflow template also helps to clarify who should be responsible for what and when. You may include other relevant details in the workflow template, such as contact information, tips and suggestions, and other necessary information to make the sales process smoother.
Track Progress With Workflow Templates
A workflow template helps to track the progress of each workflow process. This is because the workflow template already outlines the sales process (or at least its most important stages).
When you need to track progress, you can use your workflow template to see where you are in the workflow process and how far you have come. This is particularly helpful when collaborating with others on the same deals and activities.
Eliminate Confusion Among Team Members
Pipedrive templates also help you eliminate confusion about who is doing what and when. This way, you don’t run the risk of having a stage in your workflow process being missed or completely forgotten about, which can result in major problems down the road.
A workflow template specially designed for your business probably took into account some of the common pitfalls and difficulties your sales team encountered over time – and built-in solutions for these issues into their workflow templates.
Using at least one of the Pipedrive templates outlined in the next section of the article can help prepare for unexpected problems.
What are the Most Popular Pipedrive Workflow Templates?
Getting started with workflow automation can feel like a big leap. It’s not just about automating the same old processes; it’s rethinking your entire sales strategy to ensure everything you do positively impacts the business.
When you first install Pipedrive, you’ll have access to a handful of pre-built workflow templates. But what if you need something more specific? Or, what if the standard workflow templates don’t quite meet your needs? The good news is that it’s easy to make adjustments to those standard workflow templates.
But before that, let’s take a look at the most popular Pipedrive workflow templates and why they’re so useful:
Sales Tracking Template
In a perfect world, your sales and marketing teams would have the time and resources to thoroughly explore each lead’s needs, create custom-tailored solutions, send over-the-top proposals, and follow up at the right moment. Unfortunately, that world isn’t ours.
Sales tracking is monitoring activities and statistics related to your sales funnel. The key goal of sales tracking is to understand how well your team, processes, and technology are meeting your revenue and customer acquisition goals.
Pipedrive’s sales tracking template allows you to keep track of important key performance indicators, including:
- Customer follow-up calls and emails
- Open deals
- Scheduled follow-ups
- Win rate
- Closed deals
- Qualified leads.
It doesn’t matter if you only have a few leads or are working on really big deals – managing your sales pipeline is inevitable. A well-managed sales pipeline will ensure your salespeople spend their time and resources efficiently.
It will also help you track your deals from initial contact to final close by assigning them an appropriate salesperson at every step.
Sales Reporting Template
Sales reporting is not as thrilling as other sales processes, such as prospecting or closing deals. However, it’s still a must-do activity for your sales team. Sales reporting helps to evaluate performance, identify potential issues and improve future performance.
Sales reps often struggle with reporting on their activities and keeping track of their KPIs. Pipedrive offers a sales reporting template to help you optimize your sales reporting process and save time so that you can focus on more important things than manually entering data into Excel tables.
The sales reporting template collects and organizes data such as:
- Contact names
- Deal size
- Current sales stage in your pipeline
- Estimated closing date
- What steps to follow after an activity.
Pipedrive’s Sales Reporting Template takes your sales team’s progress and breaks it down into quarters to help you easily track their work. The template offers weekly and monthly reports that highlight won and lost deals. It also provides live updates from one dashboard so you can always stay on top of your team’s performance.