Automates email handling for lead generation in sales and business development.
Sales & Business DevelopmentAutomates email handling for lead generation in sales and business development.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: "lead inquiry", "pricing request", "demo", "proposal", "quote" OR from: leads@company.com, @prospect.com, @potentialclient.com
1. Search for existing client records in the CRM for identified leads. 2. For lead inquiries, forward to sales-rep@company.com with the lead's contact details and a summary of the inquiry. Label with 'new-lead'. 3. For pricing requests, reply with standard pricing information, cc pricing-team@company.com, and star the email for follow-up. Label with 'pricing'. 4. For demo requests, forward to demo-team@company.com, include the lead's availability, and mark as read. Add 'demo-request' label. 5. For proposals or quotes, attach the latest proposal template from shared resources, forward to proposals@company.com, and include any specific lead details. Add 'proposal' label and archive the email.