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This flow automates timely, personalized follow-ups after quotes, boosting productivity, maintaining engagement, and strengthening client relationships.

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Topics covered:

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Business Type Perfect for SaaS,B2B, and E-Commerce businesses aiming to streamline their sales and client engagement processes.

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Template Type Ideal for Campaigns,Reports, and Dashboards, this template is designed to simplify follow-ups and boost conversions.

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Use Case This template helps sales teams manage leads effectively by automating client engagement after quoting, ensuring opportunities are not missed.

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** Key Features of the Flow Automated Follow-Ups: Keeps client engagement active with automatic follow-up actions after a quote is sent.

  • Call Scheduling: Schedules client calls to maintain timely communication.
  • ** Email Automation **: Sends personalized follow-up emails based on client interactions, saving time and adding a personal touch.

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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:Deal Stage Match**- Description: Triggers follow-up actions when a deal reaches the “Quotation Sent” stage.
  • Use Case: Ensures timely engagement, helping move deals forward efficiently.
  • Interactions: Wait:- Description: Adds a 2-day wait after “Quotation Sent” to give the client time to review the proposal.
  • Use Case: Ensures thoughtful follow-ups without overwhelming the client.Branch:- Description: Checks if the deal has progressed to the “Negotiation” stage and identifies the necessary actions to move forward.
  • Use Case: Ensures sales teams take the right steps in negotiating terms, improving deal closure rates.
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    • Actions *Create Activity Record (Option 1):- Description: initiates a follow-up call to review the quote with the client, addressing any questions or concerns.
  • Use Case: Ensures clients fully understand the quote and clarifies any doubts, improving the chances of closing the deal.
  • Exit (Option 2):- Description: Ends the flow for deals that have been successfully closed and marked as won.
  • Use Case: Streamlines the sales process by closing out deals that are finalized, reducing unnecessary follow-up actions.
  • Create Activity Record (Option 3):- Description: The sales team reviews the deal’s parameters to determine if it’s ready to move into the negotiation stage.
  • Use Case: Helps evaluate the readiness of a deal to move forward, ensuring proper preparation before entering negotiations.

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** Breakup of Items Used in the Flow **Trigger **Deal Stage Match **: Initiates the flow when a deal reaches the “Quotation Sent” stage, ensuring timely follow-ups.

  • ** Condition Branch: Splits the flow into different paths depending on whether the client responds, advances to negotiation, or the deal is closed.
  • **Actions **Create Activity Record **: Generates tasks for follow-up calls or deal reviews to ensure timely action.
  • ** Exit **: Ends the flow for deals that are successfully closed and marked as won.
  • ** End** The flow concludes once the necessary follow-up actions are completed.

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** Benefits Efficiency: Reduces manual work by automating repetitive follow-up tasks.

  • Enhanced Engagement: Maintains consistent and meaningful communication with clients.
  • ** Increased Conversion **: Keeps clients engaged and moves them forward in the sales pipeline, boosting the likelihood of closing deals