Sales: Lead Nurture & Pipeline

The Challenge

Every quote follow-up meant ten minutes inside the CRM. Following up on a quote meant opening the CRM, reviewing the deal, and writing the email from scratch: more than ten minutes of manual work per quote, multiplied across four reps and a full pipeline. Follow-ups slipped, tone varied rep to rep, and the highest-leverage sales activity in the business was rationed by admin time.

Our Solution

Mana deployed the Sales Agent to move quote follow-up from CRM review into drafted sales emails. The agent reads each quote, drafts the follow-up in that rep’s own tone of voice, and adjusts the sequence by industry, turning a 10+ minute manual process into roughly 60 seconds. It also continually improves send frequency and email copy based on incoming data. The team works with the agent from mobile and desktop, so approvals and follow-ups happen wherever they are and nothing is ever missed. To date, $6.4M in quotes has moved through the CRM and into drafted emails, and the reps spend their recovered time selling.

Key Results

Tech Stack

Capabilities

• Reviews every quote in the CRM and decides which need follow-up
• Drafts follow-up emails in each rep’s own tone of voice
• Adjusts follow-up sequences by industry
• Turns a 10+ minute manual process into roughly 60 seconds
• Continually improves send frequency and email copy based on incoming data
• Available on mobile and desktop, so the team never misses a follow-up