Abandoned quote follow-up automation

Purpose

1. Automate follow-up with leads who received a quote but did not proceed, ensuring no opportunity is missed.

2. Automates personalized email, SMS, or call sequencing to revive interest and increase conversion rates.

3. Automatedly tracks quote status, segments by customer type, and delivers targeted messages for tree surgery services.

4. Automating task creation for sales reps to perform manual follow-up if automated attempts yield no response.

5. Synchronize data bi-directionally to CRM for centralized management and future marketing automation.

Trigger Conditions

1. Quote status unchanged (e.g., sent, viewed) for X days.

2. No customer engagement detected (email/SMS not opened, no callback) within set window.

3. Customer did not accept or schedule service post-quote.

4. Expiry date on quote approaching or passed.

5. System receives update about abandoned quote from internal database or external CRM via API.

Platform Variants

1. Salesforce

• Feature/Setting: Workflow rule/API for quote status monitoring and follow-up email triggers.
  

2. HubSpot

• Feature/Setting: Sequences module for automating quote follow-up emails and notifications.
  

3. Zoho CRM

• Feature/Setting: Automation blueprints and custom functions with webhook/API triggers.
  

4. Microsoft Power Automate

• Feature/Setting: Automated flows for quote status and lead engagement triggers.
  

5. Twilio

• Feature/Setting: Programmable SMS/voice API for sending automated reminders.
  

6. SendGrid

• Feature/Setting: Automated email workflow builder and Email Activity API to automate follow-up.
  

7. Mailchimp

• Feature/Setting: Customer Journey automators for abandoned quote engagement.
  

8. Pipedrive

• Feature/Setting: Workflow automation with activity triggers and automated follow-up reminders.
  

9. ActiveCampaign

• Feature/Setting: Automated campaigns based on custom deal/quote status via API or standard triggers.
  

10. Freshsales

• Feature/Setting: Sales sequences automator for contacting leads with unconverted quotes.
  

11. Google Sheets

• Feature/Setting: Trigger via Apps Script to watch sheet for untouched quotes and send automated emails.
  

12. Slack

• Feature/Setting: Automated reminders through Slack API for internal team follow-up.
  

13. Airtable

• Feature/Setting: Automated emails and Slack notifications via Automations and Webhooks.
  

14. Monday.com

• Feature/Setting: Automate abandoned quote alerts using board automations and integration recipes.
  

15. Intercom

• Feature/Setting: Automated message triggers to follow up on stalled leads via Conversations/Outbound API.
  

16. Zendesk Sell

• Feature/Setting: Task and email automations for pending quote follow-up.
  

17. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder automator for quote status driven follow-up workflows.
  

18. Calendly

• Feature/Setting: API to check un-booked consultations post-quote and trigger automated reminders.
  

19. Drip

• Feature/Setting: Automated workflow builder for post-quote customer journeys.
  

20. ClickSend

• Feature/Setting: API to send programmed SMS/call reminders for unresponsive leads.
  

Benefits

1. Automating follow-ups increases conversion rates, minimizing manual effort and reducing lost leads.

2. Automator consistency ensures timely communication for every abandoned quote.

3. Automated lead nurturing improves experience by providing helpful reminders and next steps.

4. Automatable escalation routes engage sales reps only when automating channels are exhausted.

5. Automate data capture and analytics, supporting optimized marketing and sales automation decisions.