Lost Deal Metrics Review Notification Automation Recipe
"You can't win 'em all." It's a common expression and a true one. Sometimes, try as you might, you just can't win a deal. And lost sales opportunities may feel like a failure, but you can still get something good out of it.
Just like learning from a won deal, you can learn from a lost deal. When it comes to building your lead conversion process, this is just as important, and you'll only know what went wrong if you ask.
The Lost Deal Metrics Review Notification Automation Recipe can help you get the answers you need either from the lost deal themselves or the deal owner on your team.
When a deal is marked Lost, you can send out an email to the contact thanking them for their time and asking them to fill out a short survey of what were the factors in their decision. You could use this data to continuously develop your sales plan.
Alternatively, you could use a Notify Someone step instead of the Send Email step to ask the deal owner if you would prefer not to follow up with a lost deal directly.
Before you import this automation recipe, you'll need to build:
- A form
- A Lost Reason custom deal field of your chosen type for your deal record
- A Lost Reason contact custom field of the same type for your form.
How does the lost deal metrics review notification automation work?
Here's how the lost deal metrics review notification automation works:
1. The deal is lost and the contact's status changes: When a deal is officially marked as Lost, the automation is triggered to start. At this trigger, an email with your prebuilt form is sent. This email can be sent to either the deal that was lost or the deal owner on your team.
2. Wait until the form is submitted: Choose a wait step to allow time for the form recipient to complete it.
3. The automation copies the form custom fields to the custom deal fields: This function syncs the info from your form to the deal record. This action should have Lost Deal Reason as the custom deal field updated to copy the answers from the Lost Deal Reasons contact custom field on the form.
What do you need to use the lost deal metrics review notification automation recipe?
Just an ActiveCampaign account, a form, and prebuilt custom fields.
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