Sales teams send quotations and then lose track of them. When the salesperson gets busy, the customer hears nothing more and often buys from a competitor who did follow up. Contract renewals are remembered after they expire, and reminders depend on each person's memory or notebook. Managers cannot see which follow-ups are late until the monthly figures arrive, and by then the opportunity is gone.
Kemlat turns your follow-up practice into written rules and sets them up in your customer relationship management (CRM) system, connected to email or WhatsApp. The system creates tasks for salespeople, sends agreed reminders to customers, and alerts managers when an opportunity has waited too long. Conversations that need a personal touch stay with the salesperson, and the system makes sure they are not forgotten.
How we work
- 01
Agree the follow-up rules
We work with sales management to define rules for new quotations, unanswered offers, renewals and customers who have stopped ordering. Each rule states when it applies, the channel, the message and who is responsible.
- 02
Prepare the CRM data
We check that the CRM holds the fields the rules need, such as quotation dates, renewal dates and account owners, and clean the key records. Rules cannot work on missing dates or owners, so this comes first.
- 03
Connect email and WhatsApp
We connect the CRM to your business email and, where agreed, to WhatsApp through the WhatsApp Business Platform, Meta's official service for company systems. Message templates are written with your team, and WhatsApp templates are submitted to Meta for approval, because Meta requires approved templates for messages a business sends first.
- 04
Build tasks, reminders and alerts
We set up automatic tasks for salespeople, reminders to customers and alerts to managers. Customers who ask to stop receiving messages are excluded automatically.
- 05
Test and launch
We test each rule with sample records, check the messages in both languages, and launch with the sales team after a training session.
- 06
Report and refine
We set up follow-up reports by salesperson and stage, then adjust the rules based on customer responses and results.
What you receive
Written follow-up and reminder rules
A clear rule set for quotations, renewals and customer reminders, with timing, channel, message and owner.
CRM connected to email or WhatsApp
Configured connections that send approved messages and save each one on the customer's record.
Tasks and alerts for the sales team
Automatic tasks for salespeople and alerts to managers when a follow-up is overdue.
Follow-up reports and permissions
Reports on open, late and completed follow-ups, with access set so each person sees what their role allows.
What changes for you
- Every quotation and renewal has a next step and an owner.
- Customers receive consistent reminders at the agreed times without staff having to remember each one.
- Managers see late follow-ups while there is still time to act.
- Follow-up history stays in the CRM when a salesperson changes role or leaves.
Where this service sits in the KEMLAT Method
Scope: CRM licences and WhatsApp messaging fees are paid separately and depend on your provider and message volume. If you do not have a CRM yet, choosing and setting one up is a separate service.
Questions clients ask
Do we need a CRM for this?
Yes. The rules need one place that holds customers, quotations and dates. If you have no CRM, or the current one is barely used, we can start with a CRM setup and add the follow-up automation afterwards.
Will customers feel they are receiving spam?
Not if the rules are sensible. We agree a limited number of reminders, write them in your company's tone, and stop them when a customer replies or opts out. Important follow-ups stay as personal calls or messages from the salesperson.
Can WhatsApp messages go out automatically?
Yes, through the WhatsApp Business Platform and using templates Meta has approved. Customers must have agreed to receive messages from you on WhatsApp, which Meta requires and which also matters under Jordan's Personal Data Protection Law of 2023.
What do you need from our sales team?
A sales manager who can decide the rules, access to the CRM and email accounts, and examples of the messages you send today. The team also needs to keep key fields, such as quotation dates, up to date.
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