Automated reminders for follow-ups and proposal expirations

Purpose

1.1. Ensure no sales or proposal follow-up is missed by scheduling automatic prompts for sales reps or customers.
1.2. Reduce lost opportunities caused by expired or unaddressed quotations.
1.3. Improve sales pipeline integrity, response times, and overall customer engagement in the aluminum windows sector.
1.4. Standardize the process for follow-up communications in large-scale and corporate sales cycles.
1.5. Enable centralized management and analytics of all follow-up attempts and proposal status.

Trigger Conditions

2.1. Proposal is sent to prospect and not responded to within configurable timeframe (e.g., 3 days).
2.2. Proposal is approaching expiration date (e.g., 2 days before end date).
2.3. Status update in CRM indicates “Follow-up required.”
2.4. Custom field in sales database indicates “Action Needed.”
2.5. Scheduled recurrence based on last customer communication.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules – set auto-reminder upon “Proposal Sent” status; configure in Process Builder.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow – trigger an email or Teams alert on proposal expiration; set using Proposal entity.
3.3. HubSpot
• Feature/Setting: Sequences – schedule automated follow-up emails; configure with ‘Deal Stage’ triggers.
3.4. Zoho CRM
• Feature/Setting: Workflow Automation – set criteria on proposal modules; email or mobile push as notification type.
3.5. Pipedrive
• Feature/Setting: Activity Scheduler – automatic task or email for expiring deals; use "Automations" panel.
3.6. Twilio SMS
• Feature/Setting: Messaging API – automated SMS for follow-up tied to CRM webhook; configure message template and phone field.
3.7. Slack
• Feature/Setting: Incoming Webhooks – sales channel alert triggered from database or CRM field change.
3.8. Google Calendar
• Feature/Setting: Events API – add follow-up events with reminders, mapped to sales schedule.
3.9. Mailgun
• Feature/Setting: API Email Send – auto-triggered templated email when proposal enters “Pending Response.”
3.10. Office 365 Outlook
• Feature/Setting: Power Automate Integration – calendar or email alert scheduled based on CRM record change.
3.11. SendGrid
• Feature/Setting: Transactional Emails API – send reminder emails when deal or proposal dates match conditions.
3.12. Freshsales
• Feature/Setting: Workflow Automation – configure reminder notifications or task assignments for unresponded leads.
3.13. Asana
• Feature/Setting: Task Automation – set recurring tasks or alerts for each proposal at risk; utilize Asana Rules.
3.14. Monday.com
• Feature/Setting: Automations Center – create recipe to send notifications on item status update (e.g., proposal expiring).
3.15. ClickUp
• Feature/Setting: Automations – link to status change and due dates for proposal follow-up reminders.
3.16. Airtable
• Feature/Setting: Automations – trigger email/SMS alert using a “Proposal Expiry” field filter.
3.17. Intercom
• Feature/Setting: Series Automation – follow-up chat or email based on CRM webhook or calendar date.
3.18. Zendesk Sell
• Feature/Setting: Smart Lists & Triggers – send reminder email when proposal status is “Awaiting Response.”
3.19. Trello
• Feature/Setting: Butler Automation – create due date reminders and Slack notifications for proposal cards.
3.20. SAP Sales Cloud
• Feature/Setting: Workflow Rules – configure automated internal or external alerts on “Proposal Sent” or "Expiring" flags.

Benefits

4.1. Prevents overlooked deals and increases closure rate.
4.2. Maintains professionalism through timely outreach and engagement.
4.3. Automates repetitive administration, saving staff time.
4.4. Delivers measurable accountability and transparency in the sales process.
4.5. Supports large-scale and distributed teams with unified, reliable follow-up logic.