Follow-up reminders for sent quotes

Purpose

1.1. Ensure timely follow-up with prospects who received quotes, increasing sales closure rate for anodizing services.
1.2. Prevent leads from going cold by automating reminders after sending quotes via different communication channels.
1.3. Track and log follow-up efforts for management oversight and continuous process improvement.

Trigger Conditions

2.1. Quote sent from CRM, quoting software, or by email to a prospect.
2.2. No response or quote acceptance logged after a pre-set period (e.g., 48 hours, 7 days).
2.3. Status of quote remains “Pending” or “Unresponded” in the system.

Platform variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flow Builder with "Quote sent" event, auto-launch email or task creation API.
3.2. HubSpot
• Feature/Setting: Workflow Automation, “Quote Sent” trigger, action to send email or internal task.
3.3. Zoho CRM
• Feature/Setting: Blueprint/Workflow Rules, “On Quote Sent”, trigger email or task via Zoho Mail API.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow, "When a quote is created", send follow-up email using Office 365 Email API.
3.5. Pipedrive
• Feature/Setting: Workflow Automation, trigger on "Deal/Quote Sent", auto-send email or notification.
3.6. Monday.com
• Feature/Setting: Automations, “Status Changes to Quote Sent”, scheduling follow-up email via Gmail/Outlook API.
3.7. Freshsales
• Feature/Setting: Workflow Automation, set rule on quote sent, send reminders via Freshsales Messaging API.
3.8. ActiveCampaign
• Feature/Setting: Automation, trigger “Tag: Quote Sent”, send email sequence.
3.9. Twilio
• Feature/Setting: Send SMS using Programmable Messaging API triggered by webhook on quote event.
3.10. SendGrid
• Feature/Setting: Transactional Email API, schedule follow-up email on quote open/no-reply.
3.11. Gmail
• Feature/Setting: Google Apps Script, watch “Quote Sent” label, auto-schedule reminder email.
3.12. Outlook/Office 365
• Feature/Setting: Power Automate with “Send an email (V2)” after quote sent.
3.13. Slack
• Feature/Setting: Incoming Webhook/API, send DM reminder to sales rep on quote follow-up deadline.
3.14. Asana
• Feature/Setting: Rules/Integration, task creation for follow-up after quote sent using Asana API.
3.15. Trello
• Feature/Setting: Automation/Butler, create card for follow-up after quote sent event.
3.16. Intercom
• Feature/Setting: Series Automation, message/contact schedule after quote sent event.
3.17. Mailchimp
• Feature/Setting: Customer Journey, trigger “Quote sent”, send campaign email.
3.18. WhatsApp Business API
• Feature/Setting: Message trigger using WhatsApp API post-quote with follow-up template.
3.19. Calendly
• Feature/Setting: Webhook trigger on quote sent, email invite to schedule call using Calendly API.
3.20. ClickSend
• Feature/Setting: SMS API, trigger scheduled SMS follow-up post-quote.
3.21. Airtable
• Feature/Setting: Automations, “Quote Status = Sent”, email or Slack notification using Airtable API.
3.22. Google Sheets
• Feature/Setting: Apps Script/API watches for new rows “Quote Sent” and triggers Gmail API reminder.

Benefits

4.1. Increases quote conversion by maintaining prospect engagement.
4.2. Reduces manual follow-up workload on sales staff.
4.3. Ensures no quotes are forgotten or neglected.
4.4. Supports analytics by logging reminders and prospect responses.
4.5. Adaptable across email, SMS, and chat platforms matching client preferences.