Automation

Let Kordeva do the steps people forget

Handing out new leads, sending the welcome, chasing a deal that has gone quiet: set each one up once and it happens every time.

Book a demo

Lead in, salesperson assigned, welcome sent

Olivia fills in the ad form at 9:12. In the same minute she is given to Daniel and gets a WhatsApp from your number saying Daniel will call her.

At 9:12 am Olivia Bennett fills in a Facebook lead ad. In the same minute Kordeva opens her opportunity, hands it to Daniel Hughes automatically and sends her a WhatsApp welcome, which she reads on her phone.

Hand the next lead to the least busy

Choose which salespeople share a campaign’s leads. Each new lead goes to whoever has the fewest open deals at that moment, so Tom with 10 gets it before Daniel with 17.

A rule in Kordeva assigns each new lead to a salesperson. Five salespeople hold 17, 14, 12, 11 and 10 open deals. The new lead, Emily Carter, goes to Tom Whitaker, who has the fewest.

No Proposal until the details are in

A stage can ask for a short form before a deal may enter it. Here a deal moves to Proposal only once the amount and the system size are filled in.

A deal at the Site survey stage is being moved to Proposal in Kordeva. Before it can move, the Proposal stage asks for its details: a quoted amount of 14,800 US dollars and the system size. Then the button Move the opportunity can be pressed.

Chase the deal that has gone quiet

Give a stage a time limit. When a deal sits there too long, Kordeva emails or messages the customer, or leaves your team a reminder on the deal.

A rule on the Contacted stage in Kordeva: after sitting here for 3 days, send an email. It is switched on. Below, the email it sent to Grace Morgan appears on her timeline marked Automated: Hi Grace, just checking you have everything you need.