Svea – Sales Assistant, Quote Follow-Up
Sales

Svea Sales Assistant, Quote Follow-Up

Quotes go out, and as long as everyone is busy, nobody calls the customer to ask whether they have decided. Svea takes on exactly that: she keeps a list of all open quotes and gets in touch with the customer at the right time, until every quote has an answer, whether won, lost or postponed.

What Svea takes on

  • Reads the quote register every day and knows how long each quote has been waiting for an answer.
  • Drafts the appropriate follow-up message for each stage, from the friendly reminder to the last nudge before the quote expires.
  • Sends every message only after your approval.
  • Records the customer's response, whether interest, rejection or no reaction, back in the quote.
  • Hands stalled but valuable quotes to the sales team as a call-ready list, before they go cold.

What Svea needs from you

Svea starts with a simple export of the open quotes including date and amount, and access to a mailbox for sending. Direct access to the CRM or the quoting module adds further depth to the work later.

The first few weeks

From day one Svea reads the quote export, assigns each quote to its follow-up stage and sends the matching messages for approval. Over the first few weeks it becomes clear which quotes have been waiting for an answer for a long time, and the list of valuable cases for the sales team gets more reliable from round to round.

What changes

  • Every quote gets a follow-up, not just the ones someone happens to think of.
  • You see every message before it goes out and decide whether it is sent as drafted.
  • Open quotes do not sit unnoticed until they simply expire.
DigiFair EU-hosted GDPR & ISO 27001 A human approves

Sales

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