Services ↗

A PRACTICAL DECISION GUIDE

An inquiry arrived. How do you keep it moving?

Useful sales automation keeps the inquiry, owner and next action together. Your team should not have to remember which inbox or spreadsheet last held the customer request.

From a business goal to a working solution.
From a business goal to a working solution.

By Taivar Parts

Capture the context needed for an offer

Ask for information that the next step actually requires. FoodMagic inquiry context supports preparing a suitable offer. Make missing details visible so an automatic acknowledgment does not suggest a final agreement.

Connect the customer record and owner

A new inquiry needs identity matching, possible duplicate checks and a clear owner. The workflow can create a task and notify the team. Its owner should see the original request and actions already taken.

Let follow-up respond to the situation

Sending an offer, receiving a reply and changing an agreement should update the next action. A customer response should not be ignored by an unrelated automatic reminder. Decisions requiring personal judgment stay with the sales person.

Measure the journey

Review response time, unassigned inquiries and unfinished follow-ups. Distinguish service communication from marketing and respect the conditions for using contact details. The aim is to help the right person take the right action at the right time.

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Bring one real workflow.
Find a useful next step.

Describe the obstacle and the software you use. You do not need a finished technical brief.

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