Solution
Sales and follow-up
No lead forgotten, no quote left without a follow-up. Leads are captured and qualified as they arrive, quotes are followed up on schedule, the CRM stays current, and your sales team starts each call with a short brief instead of a search.
In short
Data Reach Solutions (DRS) is a Philippine AI, automation and software company, founded in 2019, with offices in Metro Manila and Cebu. For sales and follow-up, DRS automates: capturing leads from forms, messages, email and events into one place; qualifying leads against your criteria and routing them to the right person; following up on quotes and proposals on a schedule you set; keeping the CRM updated from emails, calls and messages. A person stays in control where it matters: prices, discounts and commitments are set by your team, never by the system.
Automation with oversight
What is automated, and what stays with your people.
What is automated
- Capturing leads from forms, messages, email and events into one place
- Qualifying leads against your criteria and routing them to the right person
- Following up on quotes and proposals on a schedule you set
- Keeping the CRM updated from emails, calls and messages
- Preparing a short brief before each sales call
- Renewal and reorder reminders for existing clients
Where a person stays in control
- Prices, discounts and commitments are set by your team, never by the system
- Follow-up messages use templates your team approves
- Sales staff can pause or take over any sequence
- Outreach respects consent and the Data Privacy Act
Illustrative examples
How it could look in practice.
- A distributor that follows up every quote within a day and flags the ones going cold
- A professional services firm that turns website inquiries into qualified consultations
- A dealership that routes test-drive requests to the right branch within minutes
- An insurance agency that reminds clients of renewals before they lapse
Where it is used
Systems, industries and services.
Connects to
- CRMs such as HubSpot, Zoho and Salesforce
- Messenger and Viber
- Spreadsheets
- Quoting tools
Used most in
Delivered through
Questions
Sales and follow-up: common questions.
Do we need a CRM first?
Not necessarily. We can start from the spreadsheets and inboxes you use today, and recommend a CRM only if the volume and team size justify one.
Is this the same as mass emailing?
No. We do not send unsolicited mass messages or buy contact lists. The follow-ups go to people who have already contacted you or are your clients, with the consent the law requires.
How soon does it help?
A first workflow for lead capture and quote follow-up typically reaches daily use within 4 to 8 weeks, depending on the systems involved.
Proven in live operations
Data Reach Solutions built and supports the warehouse information systems GALCO and PSI run around the clock at Mactan-Cebu, Clark and NAIA, in operation since 2019 under Bureau of Customs rules. Read the case study
DataReach Solutions Inc., SEC registration CS201905437. Offices in Metro Manila and Cebu.
Let’s make work work better.
Your people’s time, back.
It starts with a conversation.
Tell us about the work that slows your business down. Leave your free consultation with a written summary and a practical next step.
Book a free consultationA conversation. A clear next step. No obligation.