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AutomationLost deal → record the reason

Recording the reason for a lost quote with AI

Is a quote set to Lost without a reason?

Lost deal → record the reason is ready-made automation in Altramano for sales: is a quote set to Lost without a reason.

It works with Microsoft Outlook.

Ready-made automation · department Sales

What it does

Then you get a request to fill the reason in. You learn most from lost quotes when you record the reason. If you set a quote to Lost without one, you get a short mail with three example reasons and a request to fill in the "Reason lost" column.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does recording the reason for a lost quote work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Then you get a request to fill the reason in. You learn most from lost quotes when you record the reason. If you set a quote to Lost without one, you get a short mail with three example reasons and a request to fill in the "Reason lost" column.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Lost deal → record the reason?

Microsoft Outlook and a Altramano environment.

Which department is Lost deal → record the reason for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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Objection coachAI agentAn assistant that helps you with a good answer to customer objections.
Contract renewal 60 days aheadautomationSixty days before a contract expires you get a nudge with a draft mail for the renewal.
All 11 templates for sales

Templates are updated in your Altramano environment.

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