Win-back.
Re-engage customers with an approach that fits the history you have.
Routines
Re-engage customers with an approach that fits the history you have.
Present a sales offer to a selected audience.
Understand interest and gather information before the conversation with the rep.
Example
The customer replies to the campaign and asks about a product line. The agent explains what has been made available, captures the need and routes the conversation. The rep can review the history before negotiating or setting up a visit.
Field intel
After the visit, the rep sends a voice note with the outcome. Alantur logs demand, products mentioned and loss reasons, and flags recurring patterns so the manager can weigh a sales action.
See the visit flow with Sales CoworkInformation
Define product information, sales guidelines and when to bring in the team. Customer-specific pricing, inventory and order history need up-to-date data, plus an integration when they live in another system.
Questions
The idea is to support the work around the sale and set up what comes next. Visits and negotiations can stay with your team.
Yes. Set up an import or an available integration, and check that your contacts are eligible to be reached out to.
Only when it has reliable access to that data and guidance on how to use it. Otherwise, hand it off to the team.