Sales Automation

Sales automation in CRM refers to the automatic creation of tasks and emails related to sales activities in CRM. We use the Click Dimensions tools for Sales (and Marketing) Automation. Sales automation activities are all transactional - that is they are in response to a customer inquiry or are part of the process for booking a guest or servicing a guest currently in-house.

Sales Automation Basics

All the rules below apply to all sales automation emails, except for the automated reply sent to those who submit web inquiries. That email is always sent in response to new web inquiries to ensure the submitter is contacted right away.

• Emails are created as drafts (not sent), you decide when to send and can edit before sending
• Emails are sent to contacts
• For opportunities (and quotes) – the requested by, or the contact if present
• For orders – the reserved by, or the customer (if a contact)
• Emails are created by you clicking buttons or performing certain actions

Opportunity Emails

Requesting more information

1. Click "Request Information" button in Ribbon
2. Click email to open, review, edit and send

Priority List

1. Created automatically when an opportunity is moved to the priority list
2. Click email to open, review, edit and send

No Booking

For when the opportunity won’t be going ahead

1. Click "No Booking" button on the ribbon
2. Click email to open, review, edit and send

Quote Emails

Follow up Email

Generic follow up email

1. Click "Follow Up" in the Quote Ribbon
2. Click email to open, review, edit and send

Email Quote

1. Click "Email Quote" in the Quote Ribbon
2. Click email to open, review, edit and send

Sales Automation Training

For more assistance, or to get training on using Click Dimensions for branch specific sales automation initiatives please contact support.