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Create follow-up reminders for sales quotes automatically

Salespeople spend most of their energy on deals that are likely to close and often forget about quotes they’ve sent to prospects. SAP Business One doesn’t provide functionality that keeps quotes top of mind for sales teams, so some teams create a report that shows all open quotes so they can follow up. Some never do.

Not consistently following up on sales quotes leads to inconsistent sales practices, reduced win rates, and frustrated prospects.

By automatically creating reminders for sales personnel to follow up on sales quotes, companies will:

  • Increase win rates

  • Streamline sales processes across the team

  • Improve customer sentiment and experience by ensuring every prospect feels valued

Any company that uses SAP Business One and creates sales or services quotes.

This automation scans SAP Business One for newly created customer quotes and creates a reminder activity for the account owner to follow up.

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Although Automations for SAP Business One is designed to automate specific business transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows, the key components of these automations, are easily customized, ensuring that the solution you buy addresses your business requirementsnot someone else’s.

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About Automations for SAP Business One

Automations for SAP Business One transforms manual tasks into automated workflows, saving teams time and eliminating mistakes. Each automation performs a critical function for one or more business lines and delivers specific business outcomes, including improved cash flow and increased process efficiency. Automations for SAP Business One is powered by Saltbox, Vision33’s exclusive cloud-native integration platform as a service (iPaaS). It unlocks limitless potential for your business—from seamless integrations and automations to enhanced functionality for your core business systems like ERP and CRM.

 

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