Re-activate lost Opportunity

Sorry, you’ve lost a potential sale. Maybe there’s still time to revive the Opportunity with a sweet offer

Preparation:

• INBOX25 fully connected with CRM (Time - 15 minutes)
• Data modules (Users, Opportunities, Calls and Primary CRM modules data is stored in i.e Contacts, Accounts) synced with INBOX25 (Time >30 minutes)
• One (1) Email Template (Time 4-8 hours)
• Enable option under Connectors to check Opportunities against specific Contacts only
• Ensure Opportunities are correctly associated to desired Contact/s

Automated Workflow Steps:

1. Give your workflow a unique name (i.e Opportunity Closed Lost -> One Last Try) and ensure you're targeting the appropriate CRM module (Contacts or Accounts)
2. For the Automated Condition # 1- Choose Opportunities, your intended field (for example, Sales Stage) and make the operator ‘Equals’-->select your closed lost stage. -
3. Define your wait connector, or how long you'd like to wait to then deploy a time sensitive communication (i.e 15 days)
4. Setup an automated action, to send an Email. It’s best to be personalized and putting your best foot forward
5. Setup an additional action, generating a CRM call, 2 days later to follow up with your email
6. Test your workflow on a sample record for final validation
7. Voila, launch!