Clear trigger
Define the status, deadline, and situations that make an opportunity eligible for tracking.
Commercial follow-up
Automate sales follow-ups with AI. The right prospect, at the right time.
Sania identifies the opportunities to follow, rereads the authorized context and prepares a personalized message. Exclusions and validations prevent blind reminders.
Direct response
Automating a commercial follow-up consists of detecting an unanswered opportunity, checking its status and the last exchange, then preparing a suitable message. Stopping rules, exclusions and validations are essential to avoid a message being moved or sent to the wrong contact.
A useful reminder
Delay alone is not enough.
A good follow-up depends on the content of the proposal, the relationship, the last message and the events that have occurred since.
Context checked
Take into account the last exchange, notes and exclusions accessible in the authorized tools.
Personalized message
Prepare a draft that recalls the context without producing a generic sequence.
History updated
Keep track of the decision and action in the configured business process.
Guardrails
Know when not to raise.
Exclude
Remove opposed, closed or irrelevant contacts.
Check
Check the last exchange and CRM status.
Adapt
Choose the appropriate tone and action.
Validate
Submit sensitive situations to a person.
FAQ
Questions on automated commercial reminders.
How to automate a commercial reminder?
Start with a simple trigger, check the statuses and exclusions, then prepare a draft from the last exchange. Automation should stop when the context is uncertain.
Does AI really personalize reminders?
It can use explicitly authorized information from history and CRM. Personalization therefore depends on the quality and scope of this data.
How to avoid an inappropriate follow-up?
Thanks to stopping rules, exclusion statuses, context control and human validation of sensitive cases.