Sales
Swiftpilot takes enquiries, asks what sales needs to know, creates the contact in HubSpot and offers an appointment right away. Your team gets every enquiry complete and can follow up at once.
Enquiries are taken around the clock, in the evening and at the weekend too.
The assistant asks about needs, scope and contact details before it passes the enquiry on.
Contacts and deals land in HubSpot without anyone typing them in.
The assistant on your website takes the enquiry and passes it to sales complete.
Start
A visitor asks for a quote.
Workflow
Result
A complete contact in HubSpot and, if the visitor wants one, a booked appointment.
A workflow assesses how large an enquiry is and creates the right ones as deals.
Start
The assistant starts the workflow when a visitor describes a project.
Workflow
Result
A deal with a summary before anyone picks up the phone.
Every Monday the state of the open quotes, without anyone gathering figures.
Start
Every Monday at 7 am.
Workflow
Result
A short report in the Teams channel, every Monday.
The dashboard of Jonas Albrecht, sales at Larsenwerk, our demo company.
In a trial you set up the assistant for your website and the first workflows for sales.
Request a trial