Why Automate

While Valuecase typically leads to a serious efficiency boost for sales and customer success teams, it still needs manual actions.

This does not hurt in enterprise sales motions, where you work only on a few opportunities at the same time. However, when you are doing SMB Sales / Onboardings or want to use Valuecase for marketing / cold outreach, creating personalized Spaces just takes a bit too much time.

In these cases, automation is key to keep effort under control while still reaping the benefits. In this post, we'll show you 3 typical automation use cases. Reach out to us if you want to try one of them or have a different use case in mind - the possibilities are endless.

‍Create Spaces when CRM Stages Change

When a VP Sales told us he wanted her AEs to create a Valuecase Space for every opportunity that reaches a certain stage in Salesforce, we know we had to automate it.

Although moving to Valuecase improved standardization and speed over the old process significantly, creating spaces still required several manual steps:

• Navigating to Valuecase.
• Creating a space.
• Connecting it to the Salesforce opportunity.
• Waiting for the space to be created.
• Copying the link for distribution.

To further streamline this process, we implemented an automation. Using our API and Salesforce Flow, Spaces are now automatically created when opportunities hit the defined stage. This not only cuts down the manual effort significantly but also provides instant access to each space, enhancing productivity.

This automation reduced what was a 3-minute task per space to an almost instantaneous process. For a team of 10 AEs handling 30 opportunities monthly, this translates into saving around 15 hours of manual work, freeing up time for AEs to focus more on closing deals rather than administrative tasks.

Transforming Event Lead Conversion with Valuecase Spaces

Dealing with event leads often results in a high volume of low-quality prospects. The typical conversion rate for such leads is usually in the low single-digit percentage range.

Identifying and engaging with the most promising leads from a large batch of event contacts can be like finding a needle in a haystack, especially when email opens are unreliable indicators of engagement.

To tackle this, Valuecase Spaces offer a unique and effective approach. By sending a customized Space to event leads, you can stand out from the typical post-event email clutter. This not only offers a more engaging experience for the leads but also provides clearer insights into who is genuinely interested, regardless of whether they respond directly or stay silent.

We automated this process to ensure efficiency and effectiveness. You can automatically create and send Valuecase Spaces to literally thousands of leads - may it be from a list in your CRM or a Google Sheet.

Automating Customer Onboarding with Valuecase

Effective customer onboarding is crucial but often challenging. If a click tour is not enough and you need a human element in the mix, it gets messy. That's why there are >14,000 onboarding specialists on LinkedIn.

Common hurdles include: a lack of visibility into customer engagement, overwhelming communication, and a lack of standardization.

That's why many onboarding teams use Valuecase to streamline collaboration and understand customer engagement.

However, particularly in high-volume environments like SMB onboarding, the time taken to set up individual Valuecase spaces, while useful, could become a bottleneck.

Recognizing this, we introduced an automation solution through our API. Now, onboarding specialists can automatically create personalized Valuecase spaces for each new product sign-up. Via make.com, zapier, or other integration platforms, Valuecase can be directly integrated with the sign up form.

This not only saves time but also ensures a consistent and engaging onboarding experience for every customer without the need for manual intervention.

Conclusion

Automating Valuecase significantly enhances efficiency and productivity for marketing, sales, and customer success teams, especially in high-volume environments. Further more, it can help you standardize processes by taking a manual task of your team's plate.

As we continue to explore and implement new use cases, the potential for automation in enhancing customer interactions and operational efficiency remains boundless. If you're looking to explore these benefits for your team or have unique automation needs, don't hesitate to reach out.