Workflows vs SequencesSOLVE
Mar 14, 2018 9:36 PM
Any best practices about when to use a sequence vs a workflow and vice versa?
For example ... What if I booked a sales presentation with a potential new customer. This event triggers a bunch of tasks that must be done ... ie appointment confirmation email/research potential client / modify presentation for the target audience etc what
would be the better tool to use in this scenario... sequence or workflow? Are there hard rules to apply when thinking about how to use workflows vs sequences?? THanks in advance everyone!
Solved! Go to Solution.
Mar 21, 2018 5:24 PM
I find that a good rule of thumb in workflows v sequences is first determining when the trigger action occurs. For example, if I convert on a form on your website do you want that to be the trigger action or do you want the trigger action to be a future step in nurturing?
What I mean specifically is that workflows are great for higher in the funnel to determine next action and set a singular task. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. However, if the trigger event puts someone within reach of your sales playbook (i.e. reaching out to schedule a product demo) then assigning a sales rep to enter that contact into the sequence would be my recommendation. You can personalize the messaging but if the next action in the deal cycle is consistent then I would use a sequence that repeatedly sets your email/call scenarios as determined by your sales playbook.
I hope this helps! Let me know if you are looking for more clarification, or if you have any further questions.