Every quote followed up. Every customer in view.

You set the rules: from which age and value a quote is followed up, how many emails go out, when a call is due instead and which customers are left out. Quotes that already have an order or recent contact are skipped. Each message names the quote, so your customer knows exactly what it is about.

You decide per campaign: either your team approves every message before it goes out, or it runs automatically. Emails go out from the mailbox of the responsible rep or team, and replies land there too. With existing customers, most teams start with approval.

Each customer has a responsible owner: field sales, inside sales or Venta AI. Key accounts stay with their rep, who sees the signal on their own focus list. The long tail of smaller customers can be followed up by Venta AI, so every customer gets attention.

Your ERP shows what happened. Venta AI turns it into the next step and takes it: it picks the customers whose reorder is due or whose orders changed, writes the email and schedules the call. You can also describe in your own words which customers from the ERP a campaign should cover.

Any ERP with an open interface, for example Infor, Sage, Abacus, CSB-System, enventa, FAUSER and oxaion; to start, an Excel or CSV export is enough. Venta AI only reads customers, orders, quotes and your article list. Replies and call outcomes are logged in Venta AI and, if you connect one, in your CRM.