Follow up on capital equipment quotes before they go cold
Every Monday, WebRun opens Accolent ERP and finds every capital equipment quote, such as autoclaves, imaging systems, and operatory chairs, with no activity in 7 days, drafts a personalized follow up email in Outlook for the assigned rep to review and send, and posts your sales team a Slack list ranked by quote value so reps work the biggest deals first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on capital equipment quotes before they go cold?
Every Monday, WebRun checks Accolent ERP for capital equipment quotes, such as autoclaves and imaging systems, with no activity in 7 days, drafts a personalized follow up email in Outlook for the assigned rep, and posts a Slack list ranked by quote value, so reps work their highest value deals first instead of letting a big quote go cold.
- Stale quotes are caught every Monday instead of going cold after a month
- Reps get a ready to send follow up instead of starting from a blank email
- Sales managers see the highest value deals ranked at the top every week
Built for medical supply distributors · dental supply distributors · capital equipment sales reps · distributor sales managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
adssolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Accolent ERP - find stale equipment quotes
adssolutions.com How to Automate Accolent ERP
WebRun opens Accolent ERP to find stale equipment quotes. - Open Accolent ERP quotes and filter for capital equipment quotes, such as autoclaves, imaging systems, sterilizers, and operatory chairs, with no activity in 7 days
- Capture the practice, equipment, quote value, and quote date
- Note the assigned rep for each quote
Done when Every stale capital equipment quote is listed with its value and rep.
-
2
Outlook - draft the follow up email
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft the follow up email. - Draft a follow up email to each practice's contact referencing the specific equipment and quote
- Ask whether they have questions or are ready to move forward
- Save every email as a draft for the rep to personalize and send
Done when A draft follow up exists for every stale quote, unsent.
-
3
Slack - rank the list for sales
slack.com How to Automate Slack
WebRun opens Slack to rank the list for sales. - Post the sales channel a list of stale quotes ranked by dollar value, highest first
- Tag each assigned rep next to their quotes
- Link to the draft follow ups in Outlook
Done when The sales team has a ranked Slack list with a draft follow up ready for each rep.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will WebRun send the follow up email to the practice on its own?
No. WebRun drafts the follow up in Outlook and leaves it there for the assigned rep to personalize and send.
How does it decide which quotes are stale?
It flags any capital equipment quote with no logged activity in Accolent ERP for 7 days. That window can be adjusted for slower moving, higher value equipment.
What if the practice already responded to the quote?
It reads live quote activity in Accolent ERP each Monday, so any quote with new activity or a response drops off the stale list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.