For electrical distributors with long bids.
Electrical distributors quote everything from counter orders to large project bids with lighting packages and switchgear. Big bids take weeks to decide, and the rep who wrote the quote often isn't the one who hears the outcome.
Where quotes and customers slip.
Project bids that drag on
A bid can sit for weeks while the contractor waits on the general contractor, and it drops off everyone's list.
Outcomes never recorded
When a bid is lost, the reason rarely comes back, so pricing lessons are lost too.
Quotes split across systems
Project quotes live in a quoting tool or spreadsheet, while the account lives in the CRM.
Where we would start.
Quote 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 → 02Quote 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 → 03AI for RFQs and quoting
Reps spend hours retyping RFQs from emails, PDFs and spreadsheets into the ERP. AI can do the reading and the first draft. A person still checks...
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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