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This flow keeps your sales pipeline active by automatically identifying deals that have been inactive for over 30 days. It sends timely follow-up notifications and assigns tasks to re-engage prospects, helping sales teams stay proactive and maintain efficiency.

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Topics covered:

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Business Type

Ideal for SaaS,B2B, and service companies that prioritize maintaining a healthy sales pipeline and boosting engagement.

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Template Type

Designed for Campaigns and Follow-Up Automation, this flow streamlines deal management and engagement.

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Use Case

Perfect for deal re-engagement, sales pipeline optimization, and proactive management of inactive deals.

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Key Features of the Flow

  • Automated Deal Monitoring: Detects deals inactive for 30+ days to prevent stagnation.
  • Internal Notifications: Notifies the deal owner about inactive deals to prompt action.
  • Task Assignment: Creates follow-up tasks for re-engagement, ensuring no deal is overlooked.
  • Sales Pipeline Health: Improves pipeline management and maintains consistent deal progress.

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Breakup of Items Used in the Flow** Trigger Smart Segment: The flow activates automatically when a deal has been inactive for over 30 days, ensuring no stagnant opportunity is overlooked.

  • Actions- Send Internal Email: Sends an email to the assigned deal owner, notifying them about the inactive deal and prompting action.
  • Create Activity: Automatically generates a task in the CRM for the deal owner to re-engage with the prospect and move the deal forward.
  • End The flow concludes when the assigned follow-up task is completed, and the deal is successfully re-engaged or moved to the next stage.

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Steps to Create Get Notification on Rotten Deals Flow

You can click here to learn how to create a new Smart Flow or access the Flow Templates.
  • Trigger:Smart Segment**- Description: Detects deals with no activity for 30+ days to prevent stagnation
  • Use Case: Helps sales teams identify inactive deals early and take timely action.
  • Action:Send Internal Email Notification:**- Description: Sends an automated email to the deal owner, alerting them about an inactive deal.
  • Use Case: Helps sales teams stay proactive by prompting immediate follow-up action Create an Activity :- Description: Automatically generates a follow-up task in the CRM for the deal owner.
  • Use Case: Ensures timely re-engagement with prospects and prevents deals from being overlooked.
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Benefits

  • Proactive Deal Management: Automates the detection of stagnant deals, ensuring no opportunity is missed.
  • Improved Conversion Rates: Timely follow-ups boost engagement and increase the likelihood of closing deals.
  • Efficiency through Automation: Reduces manual effort, allowing sales teams to focus on meaningful tasks while automating deal monitoring and follow-ups.
  • Ideal for B2B, SaaS, and Service Companies: Particularly beneficial for industries with long sales cycles, where consistent engagement is essential to prevent deals from going dormant.