For building products distributors who quote all day.
Building products distributors quote jobs for contractors, builders and dealers, often several versions of the same job. Quotes go out from the counter, inside sales and outside reps, and most are never formally closed.
Where quotes and customers slip.
Job quotes with many revisions
The same job gets requoted as plans change, and nobody knows which version is live.
Contractors who buy in bursts
Order patterns follow projects, so a quiet account can mean a lost customer or a gap between jobs.
Counter and phone orders
A lot of business happens at the counter and on the phone, where nothing is logged in the CRM.
Where we would start.
Quote follow-up
Most quotes that go quiet were never followed up, or were followed up once with "just checking in." We build the follow-up into the tools your...
See how → 02Quote tracking and win/loss
If you can't see your open quotes, you can't manage them. We give sales managers a single list of every open quote, who owns it and when it was...
See how → 03Reorder alerts
Your ERP already knows how often each customer orders. Nobody in sales looks there. We turn that order history into a short list for each rep: who...
See how →Twenty minutes. Three automations. Your numbers.
We walk through how inquiries, quotes and follow-ups move through your team and name the three automations that would pay back fastest. If nothing is worth automating, we say so.
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