Sales automation: no enquiry forgotten, no follow-up missed
A sales workspace where website enquiries become leads automatically, follow-ups are scheduled when nobody replies, quiet deals are flagged and each salesperson gets a morning to-do email.
- Industry
- B2B services
- Service
- Custom Business Solutions
The problem
Leads arrive from the website, chat, email and research, and each one needs a reply, a follow-up and a next step. Done by hand, some are always forgotten, especially in a busy week.
Our approach
Website forms and the chat assistant create leads in the sales workspace automatically, with the source and the conversation attached.
Automatic steps take care of the routine: a reply task for every new enquiry, a follow-up when there's no answer, a nudge on deals that went quiet, a draft invoice for finance when a deal is won, and a short morning email to each salesperson with their day's to-dos.
Each rule has an on and off switch, a "run now" button and a history of what it did, and it never does the same thing twice for the same reason. Nothing contacts a client without a person.
Technology
Workflow automationEmailRole-based access
The outcome
Running on DataClyroX's own sales workspace: every website enquiry gets a reply task, and the team starts each day with a clear list.