Fewer incomplete quote handoffs
Give inside sales the item details and open questions together, so a buyer does not have to restart the request with each employee.
Industries / Wholesale and industrial distribution
Your 30-day revenue sprint
Close more quotes. Move more inventory into revenue.
Connect product inquiries, missing part details and sales follow-up so your team can turn suitable demand into approved orders.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
Recover qualified buying conversations that can become approved orders, while measuring margin and fulfillment rather than treating every quotation as a sale.
The commercial opportunity
Make the next step
worth more.
Open quotations with an owner
Organize follow-up around the actual quoted items, customer timing and next decision. Replies and closed opportunities end the superseded reminders.
Reorder opportunities worth reviewing
Prepare reminders from an agreed purchasing pattern for eligible existing accounts. Your team decides whether the timing, stock and offer are appropriate.
A workflow for wholesale and industrial distribution
An incomplete parts inquiry becomes a reviewable quote
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Capture the buying request
Collect the requested item, quantity, delivery location and customer-supplied specifications. Keep a free-text description attached when the item cannot yet be matched.
Step 2 of 4
Ask the useful question
Prepare a request for the missing part number or application detail and route the reply back to the same sales owner. Unclear matches remain visibly unresolved.
Step 3 of 4
Approve the offer
Your team confirms the item, available-to-promise stock, substitute suitability, pricing and account terms. A requested quantity never becomes an inventory guarantee.
Step 4 of 4
Follow the order through
Track the approved quotation and buying response. Pass an accepted order to the agreed destination, with stock or delivery changes returned for employee review.
Employees confirm part suitability, inventory, substitutions, pricing, credit terms and delivery commitments.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Choose one product line and map inquiry, quotation and fulfilled-order counts.
- Days 8–14
Connect the approved intake and sales queue; test unidentified parts and stock exceptions.
- Days 15–21
Use the workflow for selected inquiries with an inside-sales owner reviewing quotes and replies.
- Days 22–30
Review quotes converted, fulfilled-order revenue and margin; retain the changes that improve the commercial handoff.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Qualified inquiries receiving an approved quotation
- Quotations converting to fulfilled orders
- Incremental order revenue and contribution margin
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Will it quote availability automatically?
Only an agreed, current stock source can support availability information, and the release rules are defined with your team. The first workflow can simply prepare the inquiry for inside sales without making stock promises.
Can we focus on repeat customers?
Yes. A first scope can organize eligible reorder requests or open quotations for existing accounts. It does not require launching cold outreach or replacing your order-management system.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.