The sales follow-up workflow is one of the automation opportunities that AskFlow offers.
It is initiated by a traveler's quote request in Asksuite, which did not generate a reservation, and automates a follow-up message to try to re-engage the lead and convert the sale. Learn more about this workflow here.
In the “Sales follow-up” dashboard, you can easily and clearly monitor the results of this workflow.
What data do I have access to on this dashboard?
In the first section of the dashboard, you can see the workflow funnel, which is made up of the following indicators:
- Volume of travelers’ quote requests (sent to the bot or agent), initiating the workflow
- Number of automatic follow-ups sent
- Number of reservations recorded after the follow-up
- Amount of reservations recorded, in the company's currency
The graph details the volume of follow-up messages and total bookings per day. Simply hover your mouse over the columns to see the details for the relevant date.
Finally, the follow-up tracking table provides details of each follow-up sent. Find out the date the contact started the workflow, their name and phone number, which company unit handled the quote, and the total amount of the reservation recorded after the AskFlow follow-up was sent (when applicable).
Note: AskFlow only counts results that were recorded up to 7 calendar days after the message was sent by the system.
For example, if a sales follow-up message is automatically sent by AskFlow on July 21st and there is a reservation registered for this contact on July 24th, this information will be shown in the report. If the reservation is registered on August 2nd, then it will not be counted as an AskFlow result.
How to access the dashboard?
This dashboard is available in AskFlow > Sales follow-up for all customers who have an active sales follow-up workflow. 😉
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