Proactive go-back on lost opportunities

Plays post image

Scenario

Every sales rep has been there: you work on closing a prospect for weeks, you finally discuss pricing, and at the last second, the prospect loses interest. While it’s tempting to mark them closed-lost and forget about them — don’t. Instead, set up an automated sales flow to re-engage the opportunity after 90 days have passed. 

Use your B2B data intelligence platform to identify and reach out to other key decision-makers on the account, too. This will help increase the closed-won rate of good-fit opportunities that were previously thought dead.

Trigger

  • 90 days elapsed after closed-lost date

Action

  • Initiate two-pronged outreach to point of contact from the dead opportunity and additional contacts from the likely buying committee.