A system that knows who to call today
Manufacturing company
The system tracks what each prospect has done and tells the sales rep who to call today. Everyone else gets an automatic reminder email from the sales rep.
How it used to be
Customers can take up to a year to decide, and the amounts involved run into millions. The sales rep had hundreds of leads and kept track in their head of who to contact and when. On top of that, they had to copy enquiries from the website into the sales software by hand.
How it works now
The system tracks every lead: who opened the catalogue, who clicked on the configurator, who replied to a quote. For anyone like that, it immediately creates a task for the sales rep to call them. For everyone else, it emails them automatically from the sales rep’s address after a week, after three weeks and after two months of silence. The AI gets each name right in every email, so it reads as if the sales rep wrote it personally.
What we’ve built
- Every enquiry from the website, and every catalogue download, goes straight into the sales team’s software
- Tracking who opened the catalogue, clicked the configurator or replied
- A call task for anyone who shows interest
- Follow-up emails after a week, three weeks and two months of silence
- Wording tailored to the option the lead is interested in
- AI that gets the name right in every email
- Safeguards so no lead gets lost and nothing gets sent twice
A real project, we don’t name the client.
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