Sales call follow-up

Draft follow-up emails and CRM updates from customer conversations.

Replaces: follow-up emails written from memory and CRM notes typed after the call

Tidewater Software · Sales call follow-up

Sales call follow-upTidewater Software

Derek LawsonSales managerDL

Calls: 18; This week across 4 reps
Drafts ready: 11; Email and CRM update to review
Sent: 6; Approved and logged in HubSpot

Rep	Opportunity	Next step	Status
Rachel Kim	Northwind expansion · $86,400	Security review by Nov 21	Draft ready
Marco Silva	Cedar Valley new logo · $31,200	Case study and ROI sheet	Draft ready
Rachel Kim	Bayside pilot · $24,000	Pilot plan review Nov 14	CRM updated
Rachel Kim	Atlas renewal · $52,800	Quote for the Reno site	2 days
Jen Albright	Halvorsen expansion · $18,000	Budget check in December	Draft ready
Marco Silva	Sunridge new logo · $27,600	Order form signature	CRM updated
Alex Novak	Metro Beverage new logo · $45,000	Technical deep dive	Email sent

Showing 7 of 18 calls

Ran today at 10:52 AM

Northwind · today

Pricing + security doc

Draft ready

Follow-up email, drafted for review

To: Dana Ruiz <dana.ruiz@northwinddist.com>
Subject: Northwind: 3-year pricing and security documents

Hi Dana, Thanks for the time this morning. As promised, attached are: - Our completed security questionnaire and SOC 2 Type II report for Chris - Revised 3-year pricing covering all 7 warehouses On year one, I've noted your ask for 10% off rather than 8%. I'll come back to you by Sunday after I review it on our side. Chris, if anything in the questionnaire needs a call with our security team, I can set one up next week so the review is done by Nov 21. Best, Rachel Kim Tidewater Software

Call: Nov 14 at 10:00, 44 minutes, Google Meet, transcript from Fireflies
Attendees: Dana Ruiz, VP Operations; Chris Yoon, IT manager
Matched to: Northwind expansion in HubSpot, by Dana's email and the deal's company
Needs: 3-year term; all 7 warehouses live before peak season
Objection: Year one price: Dana asked for 10% off instead of 8% (21:40)
CRM changes: Stage: Proposal to Negotiation. Next step: security review by Nov 21. Amount: unchanged, no discount agreed

History

Nov 14Follow-up email and 2 CRM changes drafted
Nov 14Transcript received from Fireflies

Runs on its own

Drafts both when a transcript arrives

When a transcript arrives it matches the call to the HubSpot deal, sums up needs and objections, drafts the follow-up email and proposes CRM changes beside current values. It reminds reps about calls left unreviewed for 2 days.

Waits for you

Sending and CRM changes

Sending and CRM changes. Nothing reaches the customer or HubSpot until the rep approves, and it won't move amount, stage or close date on weak evidence.

Works with

Google Meet
Fireflies
Read AI
HubSpot
Salesforce
Gmail

Sales call follow-up

Ran today at 10:52 AM

Drafts both when a transcript arrives

Sending and CRM changes

Works with

What it keeps track of

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