Sales & Order ProcessingPurpose
1.2 Ensure no lead is neglected, improve quote-to-sale conversion rates, maintain timely outreach tailored to each prospect’s decision cycle, and gather feedback to refine sales strategy.
Trigger Conditions
2.2 No response or action from the prospect after a predefined interval (e.g., 48 hours).
2.3 Prospect status remains as "pending quote" or equivalent in the sales system.
Platform Variants
• Feature: Programmable Messaging API
• Sample: Trigger SMS send when no status change detected; schedule recurring reminders.
3.2 SendGrid
• Feature: Scheduled Email API
• Sample: Configure transactional email template with quote-reference merge tags; set resend interval.
3.3 Salesforce
• Feature: Process Builder or Flow Builder
• Sample: Create flow monitoring opportunity status; fire task/email/SMS follow-up every X days.
3.4 HubSpot
• Feature: Workflows
• Sample: Automated email sequences linked to deal stage changes, conditionally repeat until closed/won.
3.5 Zoho CRM
• Feature: Workflow Rules
• Sample: Auto-email or task creation based on quote status and inactivity window.
3.6 Microsoft Power Automate
• Feature: Scheduled Flow
• Sample: Timer-triggered process checking for dormant quotes, sends follow-up via Teams/Outlook.
3.7 Mailchimp
• Feature: Automated Email
• Sample: Drip campaign using quote identifiers, stops after purchase flag set.
3.8 Pipedrive
• Feature: Workflow Automation
• Sample: Custom workflow for sending reminders as long as deal is open with "quote sent" status.
3.9 Slack
• Feature: Incoming Webhooks
• Sample: Automated internal notifications to reps for stagnant quotes, includes follow-up prompts.
3.10 WhatsApp Business API
• Feature: Template Message
• Sample: Schedule quote-follow up with quote attachment or reference, triggered after time-lapse.
3.11 Gmail
• Feature: Scheduled Send/Google Apps Script
• Sample: Script checks for sent quotes; auto-sends follow-up emails directly from sales account.
3.12 Outlook 365
• Feature: Power Automate Integration
• Sample: Outlook triggers for pending quotes, initiates recurring email sequence.
3.13 Intercom
• Feature: Automated Outbound Messages
• Sample: Triggered chat or email nudge based on user inactivity post-quote.
3.14 ActiveCampaign
• Feature: Automations
• Sample: Condition-based follow-up emails and SMS, stops upon user reply or sale.
3.15 Freshsales
• Feature: Workflow Automations
• Sample: Time- or stage-based email and task follow-ups for non-responsive leads.
3.16 Copper CRM
• Feature: Recurring Tasks
• Sample: Automatically create reminder tasks for sales agents post-quote delivery.
3.17 Zoho Books
• Feature: Automation Rules
• Sample: Sends client reminders when estimates are not approved after X days.
3.18 Aircall
• Feature: Call Reminders API
• Sample: Push call follow-up cues to agents for open/pending quotes.
3.19 Marketo
• Feature: Nurture Campaigns
• Sample: Triggers sequence for quote follow-up, personalized by prospect segment.
3.20 ClickSend
• Feature: Scheduled SMS
• Sample: SMS reminders for pending quotes with direct reply capability.
Benefits
4.2 Shortens sales cycle by ensuring continual prospect engagement without lapses.
4.3 Increases closure rates and revenue due to systematic, timely outreach.
4.4 Enables data-driven improvement by tracking follow-up efficacy and prospect responses.
4.5 Ensures consistent customer experience throughout the sales journey.