5. Automate as many tasks as possible

While you can build several types of automation triggers, I recommend you to create and use the following as a jumping off point:

• If a contact is inactive for more than seven days, create a task for the responsible user to follow up.
• Send new customers a welcome message when their deal moves to the “closing stage,” and notify the relevant success manager internally.
• If a customer has been active for two years, create a task to send them a loyalty appreciation present.