Sales ops ensure every won bid gets follow-up
Sales ops ensure every won bid gets follow-up
Sales ops scramble when won estimates sit uncontacted, leaving billing and PM info missing and risking mobilization delays. Use sequenced emails and SMS so reps collect contacts before mobilization.
Overview
Won bids stall when contact and billing info aren't captured, delaying mobilization and blocking revenue. This workflow turns every "Bid won" update into a tracked, multi-step outreach sequence so reps secure subcontractor qualification and billing/PM contacts before mobilization. Expect faster handoffs, fewer missing contact records, and reduced mobilization delays.
Notable Features
- Trigger when estimate status changes
- Send multi-step emails and SMS
- Log outreach and capture contacts