IT: ensure demo confirmations require prospect email confirmation
IT: ensure demo confirmations require prospect email confirmation
Sales reps miss demos when prospects book but don't confirm, causing stalled deals and wasted prep. Send a confirmation email requesting a written reply, so reps confirm attendees before calls.
Overview
Missed demo confirmations stall pipeline momentum and waste sales prep. This workflow turns every booked demo into a required written confirmation and logs replies to your CRM, reducing no-shows and clarifying next steps. Sales teams report faster confirmation rates and less wasted prep time.
Notable Features
- Send confirmation request email
- Require written reply before appointment
- Log confirmation to CRM