A clear next step for every lead and every offer.

Automate sales without losing customer contact

New inquiries come via forms, email, advertising or recommendations. Responsibilities then alternate between initial contact, appointment scheduling, advice and conclusion. When information remains in individual mailboxes, the team often doesn't know who should act next.

We connect these handovers to your CRM. Automation supports the way your team works: it assigns requests, prepares information and makes open steps visible. Discussions, individual decisions and binding commitments remain with the responsible people.

From incoming enquiry to handover to setter and closer teams

First, we define when an enquiry is ready for processing, what information is missing and who will take care of it. Setter and closer teams need clear handover criteria, common status values ​​and a comprehensible history. Automatic tasks alone are not enough if no one is responsible for processing them.

• Record inquiries, assign them to existing contacts and check duplicates.

• Assign responsibility according to agreed rules and make missing information visible.

• Connect appointments, conversation results and next activities in CRM.

• Report overdue steps and exceptional cases to the responsible person.

Send proposals and follow up at the right time

A released offer can be prepared and sent from the existing CRM data. We will determine together what information must be provided, when approval is required and how changes to the offer will be handled. The valid version and delivery status remain traceable in the process.

For follow-ups, we don't just check a date. An answer, an agreed callback, a won or lost offer and an objection must influence the process. This way, a customer doesn't receive an inappropriate reminder while the team is already talking to them.

Where AI provides meaningful support

AI can summarize conversation notes, structure content from a request or prepare a suitable draft for a follow-up. Whether the draft can be sent automatically depends on the use case and the agreed controls. Prices, scope of services and individual promises are not added based on assumptions.

We also test special cases: two simultaneous requests from the same person, a subsequent response, a changed offer and a broken interface. An error needs a visible processing path and must not silently lead to a duplicate send.

Verify success based on the actual sales process

Before implementation, we record the initial state. Useful metrics can include time to first processing, requests without a responsible person, overdue activities and the distribution of open offers. We look at sales and completion rates in connection with lead quality, offer mix and time period.

You can start with a specific process or gradually develop sales further within ongoing digitalization. Introduction, documentation and support of the delivered systems are part of the agreed scope. We plan new integrations or additional processes together.

Related to this topic: CRM consulting · Follow up on offers automatically: with clear rules and AI. · CEO Dashboard & Reporting