Spot who needs a reply
Find agreed follow-ups that are due, using your customer records.
C /Agent capability / 05 / Sales & follow-ups
Keep good enquiries from going quiet.
Connect sales conversations, customer records, quotes and follow-ups. Your team can see who is interested, what was agreed and which opportunity needs attention.
One of the jobs your Cerebro Agent can help with, alongside the other tasks you choose.
Cerebro / Sales & follow-upsIn focus
A conversation becomes an opportunity
In plain English
What it means for your business.
Connect sales conversations, customer records, quotes and follow-ups. Your team can see who is interested, what was agreed and which opportunity needs attention.
Who it helps
Businesses losing track of promising enquiries during busy periods.
What it can do
Prepare a personal message
Use the earlier conversation to write a relevant follow-up.
Keep the sales picture clear
Update agreed CRM stages and summarise activity so your team can plan its next conversations.
An example in practice
Here is how it could work.
- 01
A quote is waiting
A customer has not replied to the quote you sent.
- 02
Your agent prepares a reminder
It checks the conversation and drafts a suitable follow-up.
- 03
Your team sees the reply
The record is updated when the customer responds.
Clear ownership
Your people stay in control.
You decide what the agent can do by itself and what needs checking first. If a request is unclear or something goes wrong, it passes the job to the person you choose. We agree and test these rules before launch.
Part of your agent
Help with the next job, too.
This can be part of the same agent that helps with other jobs. We keep the details together so your team does not have to start again at each step.
A practical outcome
What this could give you.
- Fewer opportunities forgotten in an inbox.
- Clear records of the work done and anything that needs attention
- Tasks and approval rules agreed with your team
Before you decide
A few useful answers.
01Can it offer discounts or agree prices?
Only if you have explicitly allowed that. You can require approval for every price change, discount or promise to a customer.
02Can this work alongside other tasks?
This can be part of the same agent that helps with other jobs. We keep the details together so your team does not have to start again at each step.
03How will we know if it is helping?
We agree what a useful result looks like for your business: quicker replies, easier access to information or more work completed. We check the result after launch, including any extra work created for other people.
Your business. More connected.
Let’s put sales & follow-ups to work.
Tell us where this takes up time in your business. We’ll check what an agent could help with and what it would need to do.