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Services and sales teams.

ActaFlow summarises customer requests and suggests who to assign them to. It gathers colleagues' data and documents to prepare quotes and deliveries for the team.

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A few examples for your industry.

Assigning customer requests to the right colleagues

ActaFlow summarises what the customer is asking and suggests which colleagues should respond, according to your team's rules.

See how it works
Start from
  • Customer message and attachments
  • Request types and assignment rules
Get

Request assigned within the team

With review by the person responsible
An example you can configure in ActaFlow

Prepare a quote with prices and information from colleagues

ActaFlow organises the collection of the service description, pricing and timescales, and prepares the quote from data verified by the team.

See how it works
Start from
  • Customer request and service requirements
  • Up-to-date price lists and terms
Get

Draft quote for the customer

With review by the person responsible
An example you can configure in ActaFlow

Pass agreements and documents from sales to the operations team

ActaFlow summarises the proposal and emails for the team: what has been agreed, when to deliver, and which requests still need to be confirmed.

See how it works
Start from
  • Proposal and the client's written confirmations
  • Emails with requested changes and delivery dates
Get

Tasks assigned to the operations team

With review by the person responsible
An example you can configure in ActaFlow

Preparing follow-up for quotes still awaiting a reply

Select quotes and conversations. ActaFlow reconstructs the last exchange and prepares follow-up drafts after the salesperson's review.

See how it works
Start from
  • Sent quotes to review
  • Relevant conversations provided or Gmail account authorised
Get

Follow-up drafts and action list

With review by the person responsible
An example you can configure in ActaFlow

Comparing an extra client request with the agreed work

Upload the agreements and the new request. ActaFlow compares the activities and gathers the team's assessments to prepare a change proposal.

See how it works
Start from
  • Approved quote or assignment with specifications
  • Changes already agreed and the client's new request
Get

Change sheet and draft response

With review by the person responsible
An example you can configure in ActaFlow

Preparing responses to clients' technical questionnaires

Upload the questionnaire and select the policies and service sheets. ActaFlow prepares the documented responses and assigns colleagues the questions to confirm.

See how it works
Start from
  • Client questionnaire in readable format
  • Approved policies and service sheets in Knowledge
Get

Draft answers with internal notes separated

With review by the person responsible
An example you can configure in ActaFlow

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Describe the task and add the documents you use every day. Check the steps suggested by ActaFlow and give it a first try.

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