What is a Deal Follow-up Automation?
Definition
Automation that ensures prospects receive follow-ups until they respond or convert.
What is Deal Follow‑up Automation?
Deal follow‑up automation streamlines post‑call activities by automatically generating CRM notes, drafting personalized follow‑up emails, and scheduling next‑step tasks. It keeps sales pipelines moving without manual entry.
Real‑World Example
A B2B sales team makes 120 calls per week; Central Sales logs each call, creates 120 follow‑up emails, schedules 30 meetings, and boosts closed‑won deals by 15% in three months.
How Central Sales Works
AI listens to calls, extracts key details, populates Central CRM fields, writes follow‑up email drafts, and provides live coaching prompts during calls.
Key Benefits
Improved conversion rates, consistent follow‑up cadence, time saved on admin.
Common Use Cases
Post‑call email sequencing, task creation for account executives, real‑time coaching for new reps.
Getting Started
1. Link phone system and Central CRM. 2. Enable call transcription. 3. Set follow‑up email templates.
Why It Matters
Ensures every deal receives timely attention, reducing the risk of cold leads and increasing revenue.
