Streamline Follow-Ups with Smart Flow Follow

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

Topics Covered

• Business Type
• Template Type
• Use Case
• Key Features of the Flow
• Steps used in creating the flow 
• Breakup of Items used in the Flow
• Benefits

Business Type

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

Template Type

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

Use Case

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

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.

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.

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.

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.

Benefits 

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

2. Enhanced Engagement: Maintains consistent and meaningful communication with clients.

3. Increased Conversion: Keeps clients engaged and moves them forward in the sales pipeline, boosting the likelihood of closing deals