Sales and Lead ManagementPurpose
1.2. Maintain high prospect engagement and minimize lost opportunities due to manual oversight.
1.3. Standardize sales communication cadence in the air compressor wholesale sector, aligning with industrial B2B buying cycles.
1.4. Record responses and further segment leads based on actions for personalized future interventions.
Trigger Conditions
2.2. Sales staff marks prospect as “Contacted – Awaiting Reply” in CRM.
2.3. Follow-up date reached in lead’s record.
2.4. Email to prospect is not opened within 48 hours.
2.5. CRM opportunity moves to “Proposal Sent” stage without response after 3 days.
Platform Variants
• Feature/Setting: Workflow Automation – “Send follow-up email”; configure trigger as ‘Contact Added’ and specify email template.
3.2. Salesforce
• Feature/Setting: Process Builder or Flows – Set action ‘Send Email Alert’ on Lead status change or task due.
3.3. Zoho CRM
• Feature/Setting: Workflow Rules – “Email Notification” module, triggered on lead pipeline changes.
3.4. Microsoft Power Automate
• Feature/Setting: Create flow starting with ‘When a new response is submitted (Forms)’ → ‘Send an email (Outlook)’.
3.5. SendGrid
• Feature/Setting: Marketing Campaigns – Triggered emails with dynamic content; configure API send to emails not opened.
3.6. Mailchimp
• Feature/Setting: Customer Journey Builder; set trigger “When contact joins list” and follow-up series.
3.7. ActiveCampaign
• Feature/Setting: Automation – ‘If/Else’ logic for ‘Has not opened email’, followed by sending next follow-up message.
3.8. Twilio SendGrid API
• Feature/Setting: Suppression group management and event webhooks to track opens and send follow-ups.
3.9. Pipedrive
• Feature/Setting: Workflow Automation – Auto-send email on deal stage change.
3.10. Gmail (Google Workspace)
• Feature/Setting: ‘Schedule Send’ and Google Apps Script for automated replies when label is applied.
3.11. Outlook (Microsoft 365)
• Feature/Setting: Power Automate integration – Create rule for follow-up emails on flagged contacts.
3.12. Intercom
• Feature/Setting: Series – ‘Wait for X days’ trigger followed by automatic message send.
3.13. Freshsales
• Feature/Setting: Sales Sequence – Time-bound auto email step after no reply detected.
3.14. Copper CRM
• Feature/Setting: Workflow Automation – Email trigger when ‘Lead Status = Follow-up’.
3.15. SAP Sales Cloud
• Feature/Setting: Workflow Rule – Action ‘Auto-send follow-up on lead phase lapse’.
3.16. Insightly
• Feature/Setting: Workflows – Email alert on opportunity activity stalling.
3.17. Marketo
• Feature/Setting: Smart Campaigns; trigger by inactivity or custom prospect attribute.
3.18. Klaviyo
• Feature/Setting: Flows – Send email when prospect property changes or after set delay.
3.19. Eloqua
• Feature/Setting: Program Canvas – Automated path with wait timers and email actions.
3.20. Infusionsoft (Keap)
• Feature/Setting: Sequence with “No reply” branch, auto send follow-ups if field not updated.
3.21. Bitrix24
• Feature/Setting: CRM automation rules to trigger email based on deal movement or inactivity.
3.22. Monday.com
• Feature/Setting: Automations – Send email when item status changes (e.g., “Waiting on client”).
3.23. Airtable
• Feature/Setting: Automation scripts – On record create/update, send templated email via SMTP or integrated email service.
3.24. Zapier
• Feature/Setting: Multi-step zap with trigger (new lead) and action (send follow-up) to appropriate service.
Benefits
4.2. Consistently nurtures all prospects, improving conversion rates.
4.3. Tracks engagement and optimizes timing and message content for better results.
4.4. Segments unresponsive leads for targeted retargeting.
4.5. Integrates with CRM to ensure communication is logged for compliance and oversight.