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This flow helps sales teams automatically revive deals that have been inactive for over 30 days. By detecting dormant deals, notifying team members, and creating follow-up tasks, keeping your pipeline active and focused on closing.

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Topics covered:

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Business Type Ideal for SaaS,B2B, and Service Companies, this flow is especially useful for industries with long sales cycles requiring consistent follow-ups to prevent deals from going cold.

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Template Type Designed for Campaigns and Follow-Up Automation, this flow automates repetitive follow-up tasks and keeps your sales pipeline active and efficient.

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Use Case Perfect for Deal Re-Engagement and Deal flow management, this template helps sales teams re-engage with prospects, improve deal progression, and maintain consistent communication with inactive deals.

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** Key Features of the Flow Automatic Detection of Inactive Deals: Scans for deals with no activity for over 30 days, flagging them for re-engagement.

  • Automated Re-Engagement: Sends personalized emails to prospects, reigniting interest in dormant deals.
  • ** Follow-Up Task Creation **: Assigns tasks to deal owners, ensuring timely follow-up actions.

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** Breakup of items used in the flow **Trigger **Smart Segment **: It identifies deals with no activity for 30+ days.

  • ** Actions Create Activity Record: Generates a follow-up task for the deal owner, ensuring accountability and proactive engagement.
  • Send Internal Email: Notifies the deal owner about the inactive deal, ensuring they are informed and can act promptly.
  • ** End** The flow ends after the follow-up actions are completed, ensuring the deal is addressed appropriately.

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Steps used in creating the flow You can click here to learn how to create a new Smart Flow or access the Flow Templates.

  • Trigger:Smart Segment- Description: This trigger activates when a deal’s last communication date exceeds 30 days, signaling inactivity.
  • Use Case: It ensures that follow-up actions are automatically initiated, preventing the deal from stalling and helping to re-engage the prospect before it goes cold.
  • Action:
Create Activity Record :- Description: Creates a follow-up task for the assigned deal owner to take action and reconnect with the prospect.
  • Use Case: Keeps the sales team on track by reminding them to follow up with prospects, ensuring timely engagement and progress on the deal.[
  • Send Flow Email: ](https://support.salesmate.io/hc/en-us/articles/38138164432409-Send-Flow-Email)
  • Description: Sends an internal email notification to the assigned record owner and relevant team members about the inactive deal, providing key details.
  • Use Case: Ensures the team is informed about inactive deals, prompting them to take swift action to revive the deal and prevent it from being forgotten.
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Benefits This flow automates routine tasks, reduces manual tracking, and ensures consistent prospect engagement. Key benefits include:Proactive Deal Management: Prevents deals from slipping through the cracks.

  • Improved Conversion Rates: Encourages timely follow-ups, increasing the chances of closing deals.
  • Automation Efficiency: Saves time by reducing manual effort, allowing sales teams to focus on high-priority tasks.