For HVAC distributors selling to contractors.
HVAC distributors sell to contractors who need equipment quotes fast, especially in peak season. Quotes for system changeouts and new construction go out from several branches, and follow-up depends on how busy the counter is.
Where quotes and customers slip.
Seasonal peaks
When it's hot or cold, quoting volume jumps and follow-up is the first thing to drop.
Branch-by-branch selling
Each branch has its own habits, so a contractor's history is split across locations.
Equipment quotes that wait on the homeowner
Contractors quote the homeowner from your quote, then go quiet while they wait for an answer.
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 → 02CRM and ERP integration
Quotes and orders live in the ERP. Customers and conversations live in the CRM. Reps end up checking both, or neither. We connect them so the rep...
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.
Book a free review