We're putting the finishing touches onto our new quotation "auto-chase" feature in Alpha Tracker. This will be a huge time-saver for sales teams wanting to follow up on open quotes without manually writing individual emails to each prospect.
Preview of our quotation auto-chase feature |
You filter the list of open quotes to select the ones you want to follow up. Once you have the list ready, you can select all or a selection and press the new "Chase" button. This will give you a customisable email template before you click to send. Each quotation will then be followed up with the emails copied into your Tracker Filer address.
Our beta-tester consultancies will be the first to see the feature and give us feedback. If you'd like a sneak preview, too, get in touch.
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