Salesmate offers a suite of features such as workflows, sequences and automation journeys to help you put your sales tasks, follow-ups and customer engagement on auto-pilot.
Let's learn about how these features differ from each other and which one to use based on your requirement.
Basics of workflows, Sequences and Automation Journeys
Workflows
- Workflow saves your time by automating repetitive activities like scheduling tasks, sending email notifications or updating records based on particular conditions.
- Each workflow can have a single trigger (e.g., contact is updated), condition check, and multiple actions (e.g., send email, create activity).
- They are best suited for simple task automation but are not well suited for automating communications or end-to-end customer journeys.
- Workflows do not support any conditional branching, A/B testing, execution windows, or actions spanned over a period of time.
Sequences
- Sequences, also known as Sales Sequences or Sales Cadences, are helpful to automate sales outreach and follow-ups over a period of time using a series of emails, texts, and tasks.
- Sequences are best suited for scenarios when you want to continue to follow-up with contacts until you get a reply from them. While you use Sequences with your synced email accounts, it provides you better control over reply tracking and can auto unenroll contacts on receiving a reply. Unlike workflow and automation, it allows you to personalize the content for manual action based on customers’ reactions.
- Sequences required manual enrollment of contacts to the process and their follow-up emails and text content is finalized at the time of enrollment.
Automation Journeys
- Automation journeys allow you to automate the end-to-end customer journey across sales, marketing, and service touch-points.
- Automation Journeys are best suited for creating multi-touchpoint, multi-day, multi-channel customer journeys typically used for nurture and engagement automations. Salesmate’s Automation Journeys also include unique ability to combine the sales and marketing touch-points, enabling you to automatically keep your CRM up-to-date as the customers engage with your content, and allow you to offer completely seamless and more effective customer experiences before, during, and after a sale.
- Automation Journeys are most suited to automate your entire sales playbook including communications, follow-up tasks, scoring, assignments, and much more.
- Automation journeys are like marketing automation and advanced sales workflow automation combined and they offer auto enrollments with branching, A/B testing, execution windows, and a flow spanned over longer.
When should you use workflow, sequences or automation journeys?
|
Use Case |
Workflow |
Sequences |
Automation Journey |
|
Create an activity when the deal reaches to a particular stage |
Best suited |
Not Suitable |
Suitable * |
|
Send email alert to the user based on contact’s location or deal value |
Best Suited |
Not suitable |
Suitable * |
|
Send webhook to third party systems when a records data is changed |
Best Suited |
Not suitable |
Suitable * |
|
Target customers from your recent expo/event |
Not suitable |
Suitable * |
Best suited |
|
Send drip emails to your customers about new product or service |
Not suitable |
Not suitable |
Suitable * |
|
Want to do auto follow-ups to a customer to get a response on quote or proposal |
Not suitable |
Best Suited |
Suitable * |
|
Nurture contacts over a period of time |
Not suitable |
Suitable |
Best Suited |
|
Send email or texts based on customers page visits |
Not Suitable |
Not suitable |
Best Suited |
|
Run a cold marketing campaign and target customers over multiple channels |
Not Suitable |
Not Suitable |
Best Suited |
|
Auto assign deals based on customer location |
Not Suitable |
Not suitable |
Best Suited |
|
Do lead or contact scoring based on their actions or interactions |
Not suitable |
Not suitable |
Best Suited |
|
You want to do an email blast on a fixed date |
Not suitable |
Not suitable |
Best Suited |
|
Automate multi-step sales playbook |
Not suitable |
Not suitable |
Best Suited |
* You can use it if already purchased. Otherwise, it is not needed for your business case.
What are the user limits on Workflow, Sequences and Automation journeys?
|
Functionality |
Workflow |
Sequences |
Automation Journey |
|
Number of triggers |
Single |
Not Supported |
Multiple |
|
Number of actions |
Max Four |
No hard limit, but It’s suggested to use up to 15 actions. |
No limitation on the number of actions or conditions. |
|
Support branching or A/B Testing |
No |
No |
Yes |
|
Enrollment |
Auto |
Manual (You can use workflow or automation for auto enrollments) |
Auto |
|
Email Limits per day |
Starter - 250 Emails/day/user Growth – 500 Emails/day/user Boost – 1000 Emails/day/user *Rest of the emails are skipped till the next day. |
Depends on the Plan.
Email limits are applied on per day/user basis. Starter - 0 Emails Growth – 500 Emails/day/user Boost – 1000 Emails/day/user Enterprise – 1500 Emails/day/user *Rest of the emails are skipped till the next day. |
Depends on the number of active contacts.
Email limits are applied over the month period.
You can send 4x emails for the number of active contacts you have inside the Salesmate workspace. |
|
Usage Limit |
The number of workflows depends on your plan and available at the organization level.
Starter – 10 Workflows Growth – 25 Workflows Boost – 50 Workflows Enterprise – 100 Workflow |
The number of sequences depends on your plan and available on / user basis.
Starter – 0 Growth – 5 / User Boost – 10 / User Enterprise – 25 / User |
There is no limit on the number of automation you can build. |
|
Can use the personal SMTP servers? |
No |
Yes |
No |
|
Duration of journey |
Finishes on the spot. |
No time limit |
No time limit |
|
Custom Actions based on Customer Behavior (e.g. email clicks and page visits) |
No |
No |
Yes |
|
Subscriber and Marketing Lists |
Not Supported |
Not Supported |
Yes |
|
Use for Lead Scoring |
No |
No |
Yes |
|
Use of Lead Assignment |
Yes |
No |
Yes |
Note: The trial period only lets you send 100 emails over your trial period.
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