Sales

Rescue quiet deals

Every stalled deal diagnosed from its history, with a tailored next step and a draft written for the contact.

Which deals have gone quiet, and what should I do about each?

Of 11 quiet deals, 3 already have a meeting and 2 are held up by support problems. I drafted 8 follow-ups for your review and picked two to call.

Connected apps.

Connect each one once. You sign in on the app's own screen, and you can disconnect any time.

What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.

hubspot.search_deals11 open deals with no activity for 7 daysDone
gmail.search_messagesLast thread found for 10 of themDone
zendesk.search_tickets2 of the accounts have open support issuesDone
googlecalendar.list_events3 deals have a meeting already booked this weekDone
hubspot.add_noteDiagnosis added to each deal: waiting, blocked or lost interestDone
gmail.create_draft8 tailored follow-ups drafted, none sentWaits for you
slack.post_messageRanked list sent to you, with the two to callDone

Looking things up is automatic. Anything that changes something waits for you, and every step is logged.

Connect your apps
HubSpot, Gmail, Google Calendar, Slack, Zendesk. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it every monday at 9:00. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.