5 CRM Automation Workflows Every B2B Sales Team Should Set Up Today
Tips & TricksMost CRM users are leaving serious productivity on the table. After analyzing usage data across 4,000+ customers, we identified five automation workflows that top-performing teams run consistently - and that the average team hasn't set up yet.
1. Lead Re-engagement Sequence: Automatically reach back out to cold leads after 30 days of inactivity with a personalized check-in email. Top teams recover 11% of stalled deals this way.
2. Deal Stall Alert: Trigger a Slack notification to the sales manager when a deal hasn't moved stages in 10 days. Visibility kills stagnation.
3. Post-Demo Follow-Up: Send a tailored follow-up with the relevant case study and a one-click meeting link within 5 minutes of a demo ending.
4. Churned Customer Win-Back: When a customer cancels, automatically enroll them in a 60-day educational nurture sequence. 7% re-convert within 90 days.
5. New Contact Enrichment: Use our Clearbit integration to auto-fill company size, industry, and tech stack the moment a new contact is created.
Each of these can be built in under 10 minutes using CRM's automation builder. Step-by-step templates are available in the Help Center.
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