IT: Send targeted SMS and emails after quoted calls
IT: Send targeted SMS and emails after quoted calls
IT admins see quote calls missing contact details, causing sales reps to wait and deals to stall. Send targeted SMS or email by quote type to request photos or emails so quotes progress.
Overview
Missed follow-ups on quote calls let competitors respond first and deals stall. This workflow ensures every caller receives the right SMS or email by quote type and routes replies into your CRM, so sales reps have the missing photos and addresses and response times drop dramatically.
Notable Features
- Send SMS based on quote type
- Email tailored photo and info requests
- Create or update CRM contact