Case Study: iClick achieves automated quote follow-up and higher quote conversions with Explore Consulting and NetSuite

Automated Quote Follow-Up Email with NetSuite

iClick, a leading supplier of custom USB drives and drive duplication services, used NetSuite to manage its sales process but needed a way to automatically follow up on quotes that had not been processed before they expired. The company also wanted full control over the sender, email content, and branding, plus a PDF copy of the quote attached to each message.

Explore Consulting built a NetSuite-based automated quote follow-up solution for iClick using scripts, a custom configuration record, and scheduled email processing. The result was an always-up-to-date, fully configurable workflow that automatically sent branded follow-up emails with quote PDFs attached, helping iClick re-engage prospects and capture more business that might otherwise have been lost.

iClick