Use cases · Sales
Follow up on leads
For teams whose enquiries come from the website, email and campaigns. Every lead has an owner, a first answer and a follow-up.
Starting point
Enquiries come through the contact form, by email and from campaigns. Who takes care is often unclear.
The first answer comes days later, when the prospect has already asked elsewhere.
Interested replies from campaigns stay in the inbox.
How it runs in relyd
Capture and assign the lead
New leads land in the CRM. The AI Steward assesses them briefly and assigns them to the salesperson with the fewest open leads. It spots duplicates of existing customers.
- Leads, contacts and activities in the CRM
- Assignment by workload
- Duplicates spotted
Answer first, and fast
The AI Steward answers new leads based on your lead templates and schedules a follow-up for the owner.
- First answer from your templates
- Planned follow-up for the owner
Follow up campaigns and quotes
If an interested reply from an outreach campaign sits for two days, the AI Steward creates the lead after approval and a follow-up task. Opened quotes without an answer get a follow-up.
- Interested replies become leads
- Follow-up on open quotes
What the AI Steward takes on
New lead without owner
Briefly assesses new leads without an owner and assigns them to the salesperson with the fewest open leads.
First answer to a lead
Answers new leads based on your lead e-mail templates and plans a follow-up for the owner.
Duplicate lead
Finds new leads that repeat an existing lead or customer and proposes a task to merge them or treat them as a sales chance.
Follow up an interested reply
After approval, creates the lead in the CRM and a follow-up task when an interested reply has been waiting for two days.
Quotation opened, no answer
Checks quotations the customer opened 3 days ago without accepting or rejecting: schedules a call for the responsible colleague or asks the customer whether anything is unclear.
What changes day to day
- Every lead has an owner
- The first answer goes out the same day
- No interested reply is left lying
- The path from lead to order is in one place
See this workflow with your own example
We show the workflow in a demo with your data. Or try relyd yourself, free for 14 days.