{"id":10249,"date":"2022-05-23T16:55:14","date_gmt":"2022-05-23T23:55:14","guid":{"rendered":"https:\/\/dubb.com\/blog\/?p=10249"},"modified":"2024-07-03T23:11:21","modified_gmt":"2024-07-04T06:11:21","slug":"how-to-build-an-automated-sales-workflow-using-dubb","status":"publish","type":"post","link":"https:\/\/dubb.com\/blog\/how-to-build-an-automated-sales-workflow-using-dubb\/","title":{"rendered":"How to Build an Automated Sales Workflow Using Dubb"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1260px + 0px );margin-left: calc(-0px \/ 2 );margin-right: calc(-0px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:0px;--awb-width-medium:100%;--awb-spacing-right-medium:0px;--awb-spacing-left-medium:0px;--awb-width-small:100%;--awb-spacing-right-small:0px;--awb-spacing-left-small:0px;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><style>\n  .free-trial-btn {\n    background-color: #ffa737;\n    color: white;\n    font-size: 22px;\n    font-weight: bold;\n    border: none;\n    padding: 10px 20px;\n    cursor: pointer;\n    text-decoration: none;\n    border-radius: 10px; \/* Rounded corners *\/\n    margin-bottom: 50px; \/* Space at the bottom *\/\n  }\n<\/style>\n<style>\n  .space-50px {\n    margin-bottom: 50px; \/* Adds 50px space below the element *\/\n  }\n<\/style>\n<div align=\"center\"><a class=\"free-trial-btn\" href=\"https:\/\/dubb.com\/register?utm_source=blog&#038;utm_medium=blog-post&#038;utm_campaign=how-to-build-an-automated-sales-workflow-using-dubb\" target=\"_blank\" rel=\"noopener\">GET A FREE ACCOUNT ON DUBB<\/a><\/div>\n<\/p>\n<p><span style=\"font-weight: 400;\">Have you been searching for an easy and effective way to create an automated sales workflow for your business? Or have you been trying to create an automated sales workflow, yet you aren\u2019t seeing the progress that you\u2019d like to be seeing?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At <\/span><a href=\"https:\/\/dubb.com\/?utm_medium=blog&amp;utm_source=blog&amp;utm_content=how-to-build-an-automated-sales-workflow-using-dubb\/\"><span style=\"font-weight: 400;\">Dubb<\/span><\/a><span style=\"font-weight: 400;\">, we understand how frustrating or daunting it can be to create a great automated sales workflow. Especially if you are not comfortable with technology, figuring out how to create your workflow and optimize it for your needs. It is all too easy to give up and forego this great opportunity to seamlessly engage with your audiences.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Because of this, I want to take this time to discuss automated sales workflows and how you can create stellar workflows for your organization. Whether you are just hearing about automated sales workflows for the first time or are looking for a way to make better automated workflows, you can use this guide to build that awesome sales workflow and generate more sales.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So are you ready? Let\u2019s take a deep dive into automated sales workflows and how they can help you grow your business.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Automated Sales Workflows: The Basics<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Before discussing the <\/span><i><span style=\"font-weight: 400;\">why<\/span><\/i><span style=\"font-weight: 400;\">, it is important to talk about what automated sales workflows are. It is helpful to break it down into the two component parts:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s start with a \u201csales workflow.\u201d Basically, a sales workflow is a defined set of steps that guides a prospect from inception to purchase. In fact, most sales workflows go beyond the purchase in order to maintain an ongoing relationship with the customer (and, consequently, generate even more sales). But putting that aside, you can think of a sales workflow as getting from point A (meeting a prospect) to point B (getting that prospect to make a purchase). It involves all of the steps that lead to that awesome conclusion (the sale).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you can imagine, a sales workflow can be simple or complex. In some circumstances, you may see a company release a highly elaborate flow chart with plenty of arrows, lines, and circles. In others, there may be a single-digit number of steps. At their core, however, these sales workflows focus on things like researching your prospects, qualifying potential customers, overcoming objections, closing the deal, and more. Ultimately, a great sales workflow is repeatable. From the most experienced sales employee to the newest hire, every member of the sales team should be able to understand and implement the sales workflow.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, let\u2019s talk about \u201cautomated.\u201d This is pretty straightforward. In this context, it is the idea of letting technology execute some (or many) parts of your sales workflow. You and your sales team can do this by leveraging Dubb or another platform. After putting in some initial work, you can sit back and let technology do what it does best.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation is becoming a bigger and bigger part of all of our lives. Because of this, it is extremely beneficial to let technology do many of the basic tasks within your sales workflows. By doing so, it can free up some of your valuable time and let you focus on the more important tasks throughout your day.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Why Automated Sales Workflows Are So Powerful<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With this understanding of automated sales workflows in mind, let\u2019s talk about why you should care. After all, you\u2019re certainly busy with your day-to-day responsibilities at work. If you are going to add on additional work, you want to make sure that it adds significant value to your organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While there are plenty of reasons why automated sales workflows are so powerful, we want to discuss only a few of them here.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most prominently, automated sales workflows can <\/span><b><i>help you get more customers<\/i><\/b><span style=\"font-weight: 400;\">. For most people, this is the number one goal. The great news is that these workflows can help you generate more business\u2014whether you run your own startup or work at a much larger company.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How do automated sales workflows do this? Essentially, they let you seamlessly leverage a well-thought list of steps to nurture a customer relationship. Guiding a prospect through your sales workflow, you can maximize your chances of persuading that individual to become a paying customer. You can increase your odds that the prospect is qualified, sees how your product or service can create immense value in their life, and minimizes any potential objections that emerge. Not only that, but automated sales workflows maximize your impact with a larger audience. In other words, you can scale more easily, meaning that all of the effort and work that you put into your sales workflow continuously provides value in the future.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Granted, automated sales workflows aren\u2019t a silver bullet. They don\u2019t guarantee that you\u2019ll transform every prospect into a paying customer. Simultaneously, however, they give you an outstanding chance to generate more revenue and grow your business. No matter the business that you\u2019re in, you can use automated sales workflows to build better relationships with your customers and reach your sales goals. You can even have <\/span><i><span style=\"font-weight: 400;\">millions<\/span><\/i><span style=\"font-weight: 400;\"> of people in your automated sales workflow. It\u2019s that scalable.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-10253\" src=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem.png\" alt=\"The Problem\" width=\"543\" height=\"310\" srcset=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-200x114.png 200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-300x171.png 300w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-400x228.png 400w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-600x342.png 600w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-768x438.png 768w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-800x457.png 800w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-1024x584.png 1024w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem-1200x685.png 1200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/1-The-Problem.png 1258w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Along with helping you get more customers, automated sales workflows <\/span><b><i>offer plenty of data<\/i><\/b><span style=\"font-weight: 400;\">. This data is extremely powerful. Seeing how prospects have interacted with your sales workflow lets you create even more automated sales workflows in the future. You get to see how your prospects <\/span><i><span style=\"font-weight: 400;\">really<\/span><\/i><span style=\"font-weight: 400;\"> react when you and your colleagues attempt to sell them your product or service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An example is helpful here. Let\u2019s say that you created a basic automated sales workflow that targets prospects that clicked on one of your online ads. Once a prospect clicks on the ad and submits their email address on one of your online forms, you send that prospect a personalized email. In that email are several call to action (CTA) options, including an option to download an eBook and an option to call you. By leveraging this automated process, you can get valuable analytics on how your prospects are moving down your sales funnel. For instance, if you are seeing that your CTA buttons aren\u2019t receiving as much activity as you expected, you may want to change the wording. You can use things like A\/B testing to determine which copy leads to the highest conversions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is just one example, but it goes to show how data can help enhance your sales workflows. So long as you are paying attention to it, this constant stream of data can provide immense value to your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the key benefits of automated sales workflows is that <\/span><b><i>they save you time<\/i><\/b><span style=\"font-weight: 400;\">. This is an absolutely huge factor that can create immense value for your business. Because automated sales workflows are automated, you don\u2019t need to spend time on simple and repeatable tasks. For instance, if you met an exciting new prospect that is interested in making a purchase from your business, you can invite that prospect to complete a form online. From there, she can be entered into your sales workflow, which can automatically send her literature about your product or service. That workflow can make it easy for her to schedule a call on your calendar. That workflow can even send reminders to that prospect, gauging her interest in your product or service and arranging a follow up communication as necessary.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Because we are living in such a busy world, it is critical to work on tasks that provide the most value to your organization. Automated sales workflows can help you clear up your calendar and spend time working on the most accretive tasks for your business\u2019s future. This is in contrast to one-to-one sales. While one-to-one sales can be valuable to your business, it isn\u2019t as efficient. It isn\u2019t scalable, while automated sales workflows are.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, a key benefit of automated sales workflows is <\/span><b><i>immediacy<\/i><\/b><span style=\"font-weight: 400;\">. This may not be something that immediately comes to mind, yet immediacy plays an important role in converting a prospect into a paying customer. There is plenty of data showing that if we reach out to prospects within five minutes, we have a much higher chance of closing that deal. I think the reason why that\u2019s the case is that people like good customer service. They like the idea of when reaching out to a company or organization, they will receive a prompt (and helpful) response.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automate sales workflows are great at providing this immediacy. For instance, after a prospect completes a form on your website, you can automatically send her valuable information about your product, service, or company. You can even create a CTA that lets that prospect connect with your organization through Facebook Messenger. Whatever you choose, you can make sure that all of your prospects are being immediately responded to.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Building an Automated Sales Workflow With Dubb<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">At this point, we have covered a few very important topics. We discussed what automated sales workflows are and how they can create massive value for you, your colleagues, and your organization. Whether you work for a small or large organization, you can use an automated sales workflow to accomplish your goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, let\u2019s talk about how you can build an automated sales workflow for yourself. I would guess that around less than 10% of sales professionals use any type of automated sales workflow. Going further, I would estimate that less than 5% of sales professionals are using them well. There is a massive opportunity here for all types of businesses and organizations to leverage the power of automated sales workflows.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While there are many tools to help you do this, I want to talk about <\/span><a href=\"https:\/\/dubb.com\/?utm_medium=blog&amp;utm_source=blog&amp;utm_content=how-to-build-an-automated-sales-workflow-using-dubb\/\"><span style=\"font-weight: 400;\">Dubb<\/span><\/a><span style=\"font-weight: 400;\">. Dubb is the sales operating system that lets you do a whole host of things. Essentially, it comes down to what I call the \u201cthree Cs.\u201d Those three Cs are Connect, Converse, and Convert. Dubb is a sales-first technology platform that can help you build great relationships with prospects and generate more sales. Our entire team understands the power of automated sales workflows, so we created tools that can help you create awesome workflows for your own business.<\/span><\/p>\n<h3><b>The Power of Video<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">So what makes Dubb\u2019s automated sales workflows so powerful? There are many reasons, but I think it comes down to one important factor. That factor is that these workflows rely on <\/span><b><i>a video-first strategy<\/i><\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have been following Dubb for some time, you know how obsessed we are with the power of video. Video is so effective in helping you capitalize on these three Cs (connections, conversations, and conversions). Compared to text-based communication, video makes it easier to create authentic, long-term relationships with your audience. It makes it easier to have real conversations with these individuals, whether you are communicating at the same time or are communicating asynchronously. And as far as conversions, Dubb makes it much easier to convert your prospects into paying customers. It was designed for sales professionals like you who want to create great relationships and grow your organizations. Ultimately, video converts, so you\u2019ll definitely want to take advantage of it when creating your sales workflows.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The great news? You don\u2019t need to be a technical expert to create an awesome sales workflow. You don\u2019t need to obtain any type of certification. Instead, you can use Dubb to create any type of sales workflow that you need. Better yet, these sales workflows are scalable <\/span><i><span style=\"font-weight: 400;\">and<\/span><\/i><span style=\"font-weight: 400;\"> personal at the same time. You and your colleagues get to leverage both benefits as you work to reach your goals.\u00a0<\/span><\/p>\n<h3><b>Places to Leverage an Automated Sales Workflow<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">So what do you need to create that awesome automated sales workflow? I think it\u2019s helpful to think about creating automated sales workflows in the context of different use cases. Those use cases include prospecting, follow up, nurturing, client communications, testimonials, and referrals. Let\u2019s talk about each of these in some more detail.<\/span><\/p>\n<p><b>Prospecting<\/b><span style=\"font-weight: 400;\">: There are ways to automate your prospecting. Typically, there is some sort of manual reach-out, whether that is through LinkedIn, an email, SMS, or something else. The way that you can automate this in prospecting is to use tags in your contacts. With Dubb, you can even send personalized video messages to your prospects, drastically increasing your chances of building strong relationships and generating sales.\u00a0<\/span><\/p>\n<p><b>Follow Up<\/b><span style=\"font-weight: 400;\">: An automated sales workflow is super helpful when following up with prospects. Let\u2019s say that you haven\u2019t heard from an important prospect in some time. In fact, you sent her a high-value piece of content, but she has not responded to your outreach. In that situation, you can ignore it and hope that they somehow get nurtured.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A much better path, however, is reaching out through an automated workflow. This can be something that is time-sensitive. You can create a rule, for instance, where if that prospect hasn\u2019t responded within one week, Dubb will automatically send a follow-up video message. With this video message prerecorded, there is nothing that you\u2019ll need to do to follow up with that prospect.\u00a0<\/span><\/p>\n<p><b>Nurturing<\/b><span style=\"font-weight: 400;\">: Nurturing is about continuing to provide value to your prospects and customers. At Dubb, we believe that the best way to nurture individuals is to nurture them with valuable content. If you haven\u2019t yet heard back from a prospect, that probably means that they haven\u2019t been sold yet. You can further nurture that relationship by sending them valuable videos, PDFs, podcast episodes, or any other relevant asset that you may have.\u00a0<\/span><\/p>\n<p><b>Client Communications<\/b><span style=\"font-weight: 400;\">: This can include everything from updates on your platform, solutions, client services, or something else. Using Dubb, you can create drip sequences (at Dubb, we call them trust sequences) for your existing clients. Ultimately, we want our clients to email us, call us, text us, and reach out when they want. That being said, if we already have answers to some of the questions that they may have (whether they are in the form of YouTube videos or something else), you can automatically provide those resources to them. In effect, they can self-educate with that content and reach out to your organization when they need personalized help.\u00a0<\/span><\/p>\n<p><b>Testimonials<\/b><span style=\"font-weight: 400;\">: Testimonials are a huge asset for your business. They leverage one of the most powerful things in sales: word of mouth. When you have satisfied customers organically speaking about your product or service, you are much more likely to see increased sales.\u00a0 Reviews really mean the world, whether they are shown on your website or on platforms like Capterra. Using Dubb, you can automate the process of gathering testimonials. As part of your workflow, you can ask someone to leave a testimonial after some positive action (most naturally, after that person makes a purchase). That ask can come in video form, where you sincerely articulate your appreciation of their purchase and ask for a very brief video testimonial. Using Dubb, that individual can press one button, record their thoughts, and send the testimonial back to you.\u00a0\u00a0<\/span><\/p>\n<p><b>Referrals<\/b><span style=\"font-weight: 400;\">: Finally, you can use Dubb to get referrals from your automated sales workflows. Referrals are another great way to find new customers. In fact, they have around a 7X increase in conversion rates. Again, you are leveraging social proof here. While there are early adopters, many of us don\u2019t want to be guinea pigs. We don\u2019t want to waste our time, so because of this, referrals can be a great addition to your automated sales workflow.\u00a0<\/span><\/p>\n<h3><b>What We Do at Dubb<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">To better illustrate how automated sales workflows work in practice, I want to share some of the things that we do at Dubb. Granted, all of us can improve our automated sales workflows. Perfection is impossible to achieve. At the same time, however, I think it may be helpful to share how we operate under the hood.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For starters, we have a <\/span><b><i>spreadsheet<\/i><\/b><span style=\"font-weight: 400;\"> that we use when creating every automated trust sequence. When someone signs up for Dubb, we have a daily video for that newly signed up individual. My colleagues and I go through the entire buying journey of what we want each prospect to do to become Dubb subscribers. In the spreadsheet, you can see that we have columns for the goal, title of the video, the feature that we want to focus on, the benefit that the prospect will obtain, and more. We even track whether we want to add a playlist video to that initial step, which is a secondary video that can autoplay for that prospect.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-10254\" src=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet.png\" alt=\"Speadsheet\" width=\"643\" height=\"294\" srcset=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-200x92.png 200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-300x137.png 300w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-400x183.png 400w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-600x275.png 600w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-768x352.png 768w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-800x366.png 800w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-1024x469.png 1024w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-1200x549.png 1200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet-1536x703.png 1536w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/2-Spreadsheet.png 2530w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The most important idea here is planning in pre-production. When it comes to video, planning is something that I had to learn how to do. I used to grab my phone and speak off the cuff, hoping that an editor would help me hone in on the message. Now, however, my team and I have really embraced storyboarding. Storyboarding helps us record something without needing to be stressed about memorizing our content or expressing everything that we want to express.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From the spreadsheet, we go to a script-like document and don\u2019t use teleprompters. Teleprompters not only are more difficult, but viewers can see the eyelines. They know that you\u2019re speaking off of a teleprompter, making it much more difficult to create a genuine connection with them. Instead of a teleprompter, we create outlines. The outlines have bullets of material that we thoroughly know. We then have a dry run (perhaps even a web run, which means that we record the attempt). Then, with production and editing, we can get a very clean take.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whenever you\u2019re making videos for your automated sales workflow, you\u2019re going to want to <\/span><b><i>embrace the pause button<\/i><\/b><span style=\"font-weight: 400;\">. You\u2019ll find the pause button throughout the Dubb ecosystem, including the Chrome extension, desktop app, and more. On the Dubb mobile app, you can even pause and record individual clips. When recording clips, you don\u2019t need to memorize two to three minutes of content. Instead, you can speak in bursts.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you are using Dubb to create your automated sales workflows, I highly recommend that you embrace the pause button. Doing so will make your life easier and will help you create more compelling video content.\u00a0<\/span><\/p>\n<h3><b>Creating an Automated Workflow on Dubb<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">With all of this in mind, I now want to briefly take you through a quick tutorial on creating an automated sales workflow on Dubb. Granted, this isn\u2019t a complete tutorial. If you want to learn more, I encourage you to either try it out for yourself or <\/span><a href=\"https:\/\/dubb.com\/contact\"><span style=\"font-weight: 400;\">contact our team<\/span><\/a><span style=\"font-weight: 400;\"> with specific questions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first thing that you\u2019ll want to do is click on the automations tab on your Dubb dashboard. From there, you\u2019ll want to create a title for your workflow. You\u2019ll then want to create some sort of trigger. One of my favorite triggers is called \u201ctag added.\u201d When you go to one of your contacts on Dubb, you can add a tag to that contact. If you add that tag, it can trigger an automatic workflow. For instance, if you meet someone at a conference, you can go to the Dubb mobile app or Dubb website, add a tag to their name, and trigger the workflow (which you already created). This is a great way to start combining both manual and automated work in nurturing and converting your prospects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you have selected your trigger, you can then build your workflow. You not only select how the workflow is triggered, but you can select any internal notifications, emails that you may want to send out to the target, and more. There are plenty of ways to manage this, and the best way to find out is to play with the software. As you start to practice with your workflows, you\u2019re going to get more intelligent with the decisions that you make. You\u2019ll create decision trees that can include things like if\/then branches, the ability to track deals, create a task, add a delay, send an internal notification, remove a tag, send a campaign (through SMS or something else), and update the deal or lifecycle stage.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-10255\" src=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action.png\" alt=\"Create Action\" width=\"502\" height=\"275\" srcset=\"https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-200x110.png 200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-300x165.png 300w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-400x219.png 400w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-600x329.png 600w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-768x421.png 768w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-800x439.png 800w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-1024x562.png 1024w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-1200x658.png 1200w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action-1536x843.png 1536w, https:\/\/dubb.com\/blog\/wp-content\/uploads\/3-Create-Action.png 2526w\" sizes=\"(max-width: 502px) 100vw, 502px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Building a workflow does take some time and experience. If you are feeling intimidated, you can always reach out to a coach or another expert to help guide you through this process. However, if you keep working on your workflows and experimenting with the software, you\u2019ll gain confidence and develop the skills to create the best possible workflows for your organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After you have created your great workflow, you will need to launch it. There are a few switches that you\u2019ll need to account for. There is a switch for only triggering the contacts once, which means that the contact doesn\u2019t necessarily need to go through the trust sequence again. Then, there is the off\/on switch. Once you\u2019re done building and iterating, you can turn on your workflow and start automatically engaging with your prospects. If you need to make any edits, you can always turn off the workflow.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">The Power of the Automated Sales Workflow<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Automated sales workflows can supercharge your business. They are about taking a message, determining ways to intelligently track the customer journey, and then triggering automated sequences to get more of the three Cs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So go ahead and get started building some automated sales workflows. Start simple and go ahead and make them more complex as you get more experience. I can\u2019t wait to see what you create!<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n<div align=\"center\"><a class=\"free-trial-btn\" href=\"https:\/\/dubb.com\/register?utm_source=blog&#038;utm_medium=blog-post&#038;utm_campaign=how-to-build-an-automated-sales-workflow-using-dubb\" target=\"_blank\" rel=\"noopener\">GET A FREE ACCOUNT ON DUBB<\/a><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GET A FREE ACCOUNT ON DUBB<\/p>\n","protected":false},"author":1,"featured_media":10252,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[128,121,100,104,129,151],"tags":[1431,531,1381,211,396,1432],"class_list":["post-10249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advice","category-email-marketing","category-marketing","category-sales","category-tips","category-video-marketing","tag-automated-sales-workflow","tag-automation-on-dubb","tag-digital-sales","tag-sales-for-video","tag-sales-tips","tag-sales-workflow"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Build an Automated Sales Workflow Using Dubb<\/title>\n<meta name=\"description\" content=\"Looking for an easy way to create automated sales workflows? 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