SALES AUTOMATION
Follow up automatically. Stay personal.
Saley makes sure good sales opportunities don’t get lost between meetings, e-mails and day-to-day business.
Your follow-up keeps running.
Define when customers should be contacted again after a proposal has been sent.
Saley takes care of recurring reminders and follow-up e-mails automatically.
Targeted messages can also be triggered shortly before a proposal expires.
Automations
- Proposal was not opened Wait 3 days
- Proposal was opened Wait 2 days
- Proposal is expiring 3 days before the proposal expires
- Proposal was accepted Recipient: person responsible
- Proposal was declined Recipient: person responsible
Automated doesn’t mean out of control.
Sales isn’t always linear.
That’s why you can adjust your automations manually at any time.
Jump to the next step, go back a step, skip a send or stop the automation.
You decide.
- SentProposal to Ms KellerSent
- Day 2ReminderUp next
- Day 5Follow-upScheduled
- Before expiryFinal messageScheduled
Personal, without rewriting every time.
Create central e-mail templates for your company and individual templates for each team member.
Placeholders automatically fill in details such as salutation, name, proposal, company or personal signature.
Send through your own e-mail infrastructure.
Depending on your plan, you can connect Saley to your own mail server.
That way, messages are sent through your own sender infrastructure.
E-mails belong to the deal.
Every company and every deal gets a unique Saley address.
Put this address in BCC or forward an e-mail, and Saley automatically assigns the communication to the right deal.
Messages from unknown contacts can become a new deal right away.
Ms Keller
Re: Proposal website relaunch
BCCThe deal’s Saley address
Deal · Website relaunchKeller Architektur AG
- Assigned to the deal
Reply straight from Saley.
Answer customer e-mails directly from the deal.
Saley automatically adds your signature and assigns incoming replies back to the right sales case.
That way, all communication stays traceable.
To: Ms Keller
Dear Ms Keller, I’m happy to answer your question about the timeline.
FAQ
Questions about Saley?
Yes. You can define the intervals at which follow-ups are sent.
Yes. Automations can also respond to the validity period of a proposal.
Yes. Salespeople can reset or skip steps, or control the sequence manually.
Yes. Templates can be created for the whole company or for individual team members.
Yes. Depending on your plan, sending can be configured through your own e-mail infrastructure.
Yes. Incoming or forwarded communication can be assigned to the right deal automatically.