TWOZO Sales Automation: Automating Follow-Ups, Tasks, and Reminders

Why Sales Automation Matters

Sales reps spend 60% or more of their time on non-selling activities: data entry, follow-up scheduling, internal communication, and administrative tasks. TWOZO sales automation eliminates repetitive work so reps can focus on selling.

Auto-Assignment Rules

Automatically assign new leads, deals, and tasks to the right rep based on territory, product, company size, or round-robin rotation. This eliminates manual assignment delays and ensures equitable distribution.

Email Sequence Setup

Create automated email sequences that trigger based on deal stage, lead behavior, or time-based rules:

• Welcome sequence for new leads
• Follow-up sequence after proposal sent
• Re-engagement sequence for stalled deals
• Onboarding sequence for new customers

Task Creation Triggers

Automatically create tasks when specific events occur:

• Create follow-up task when lead is contacted
• Create demo scheduling task when lead requests demo
• Create contract review task when deal moves to negotiation
• Create onboarding task when deal is closed won

Notification Configuration

Set up notifications for important events:

• Notify manager when deal value exceeds threshold
• Notify rep when lead engages with email
• Notify team when SLA is approaching breach
• Notify finance when deal is closed won

Approval Workflows

Route discount approvals, contract approvals, and expense approvals through the right approvers based on amount thresholds. Include delegate rules for approvers who are out of office.

Reporting on Automation

Track the impact of automation on sales performance:

• Time saved per rep per week
• Follow-up consistency improvement
• Lead response time reduction
• Deals won that were touched by automation

Common Automation Mistakes

• Over-automating and losing personal touch
• Not testing automation with real scenarios before deployment
• Creating conflicting automation rules
• Not monitoring automation performance
• Ignoring error handling for failed automation

How AavishkarIT Helps

We design and build TWOZO sales automation for businesses of all sizes. Our consultants map your sales process, identify automation opportunities, and build workflows that increase rep productivity and deal velocity.