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Most deals stall because someone forgot to follow up. Alfera connects to your CRM, email, and calendar so you can describe a follow-up strategy once and let it run end to end. Leads get chased, records stay clean, and meetings get booked while you focus on the conversations that close.

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Chase Every Lead

Leads go cold fast. Alfera makes sure none slip through the cracks.
  • “Find all HubSpot deals in ‘Quote Sent’ stage with no activity in 5 days and send a check-in email.”
  • “Follow up with every Salesforce lead marked ‘Not Contacted’ in the last 48 hours.”
  • “Draft a personalized re-engagement message for anyone who opened the proposal but did not reply.”
Alfera reads the deal history, notes past interactions, and writes follow-ups that sound like you wrote them. Because anything customer-facing waits for one-tap approval, you review before anything goes out.
Alfera remembers your ICP, tone, and objection-handling notes across tasks, so follow-ups improve every week.

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Keep the CRM Honest

Bad data kills forecasts. Alfera keeps your records accurate without manual entry.
  • “Update the last-contact date on any Salesforce opportunity where an email was sent today.”
  • “Enrich every new HubSpot contact with a LinkedIn summary and company size.”
  • “Find deals with missing next-step dates and set a default follow-up reminder.”
It writes changes directly into your CRM and logs exactly what it updated, so your pipeline reports stay trustworthy.

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Book the Meeting

The best time to book a meeting is right after a reply. Alfera handles the scheduling dance.
  • “When a lead replies interested, send my Calendly link and cc the assigned AE.”
  • “Find 3 open slots across the team calendar next week and propose them to the prospect.”
  • “Reschedule any demo that was flagged as ‘needs to move’ and update the CRM event.”
Alfera checks live calendar availability, sends invites, and updates the deal stage so your team stays in sync.
Trigger follow-up jobs on events (new lead created, quote sent, no reply after 3 days) or run them on a schedule so your pipeline never goes quiet.