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.
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.
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.
Sales
We set the role up for your tools and processes, or tell you honestly if a different role fits better.
Book a conversation →