Let automated workflows do the heavy lifting for you.
The only thing better than finding a winning sales play is being able to repeat it at scale.
When you find a play that drives results, quickly replicating it across the entire team can help make every rep a top performer 🚀
In this playbook, we’ll show you how to put winning plays on autopilot so reps can double down on what works minus the time-consuming manual workflows.
What you’ll need:
Let’s say some of our reps have recently seen success with expanding the number of product seats at certain accounts.
We want to make it easy for the entire team to add economic buyers who are admins in our product—and who are showing signs of needing more seats—to a personalized email sequence.
We’d log in to Common Room and go to Workflows.
We’d click Create a workflow and choose the option for adding someone to an Outreach sequence.
Okay, now let’s decide how people get added to our automated workflow 🤖
Common Room automatically pulls in and combines data from all our connected sources so we can slice and dice it as we please using filters.
First we want to add a filter for people who are tagged as economic buyers. We’d find that under Contact tags in the Contacts section.
Next we’d apply filters to our Snowflake data to zero in on individuals who are admins of at least one workspace.
Then we’d add a filter for Organizations and pull from our product data to hone in on companies where the number of employees is higher than the number of paid seats.
Finally, we’d add another organization filter for companies where license utilization over the past 28 days is 100%.
Voilà—now anyone who is an economic buyer and admin in our product—and who works at a company with more employees than paid seats that is using all of its licenses—will be added to this workflow 🧙
Now let’s decide what the workflow looks like.
Let’s say we have an email sequence set up for just this kind of play.
It might look something like this:
We’d simply click Select a sequence and choose it from our list.
Next we’d select which mailbox the email should come from 📬
We’d click Save and now anyone that’s part of our workflow will automatically receive this message.
Acting on winning sales plays has never been easier 🏆
Now you can surface opportunities that align with different sales plays, such as accounts that are primed for expansion, and reach out to the right person at the right time—automatically, scalably, and without switching interfaces.
Want to see a playbook on a different topic? Get in touch. And if you haven’t already, try Common Room for free.
Playbook
Playbook
Playbook
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