Less repetitive work for suppliers and distributors.
Work gets fragmented across email, price lists and business systems. We start with one specific step to help the people handling customers, quotes and orders.
Let’s talkQuotes stay open
The customer has not replied, and remembering to follow up depends on each salesperson’s habits.
Orders arrive in different formats
One customer writes in an email, another attaches a PDF. Staff have to identify codes and units before entering them in the business system.
The same questions interrupt the day
Order status and product questions mean looking for information that already exists in other tools.
Which tasks to start with
Quote follow-up
Set up agreed reminders for open quotes and bring customer replies back to sales.
Order preparation
Prepare incoming orders, highlight unclear details and reduce the steps spent copying information.
Customer support
Handle a few recurring questions using approved sources and send exceptions to staff.
A repeat order arrives by email
ILLUSTRATIVE EXAMPLEHow the work arrives
A salesperson opens the attachment, finds the catalogue codes and copies each line. One quantity is unclear.
The step we configure
The process prepares the references and order lines, flags the uncertain quantity and makes a draft available for review.
Start with the real work.
Bring a few example quotes or orders and tell us which tools you use. Together, we choose a specific process with defined responsibilities, exceptions and checks. The first project also helps establish what would be worth extending.
Which task
repeats too often?
Tell us how you handle it today and which tools you use. We’ll find a sensible place to start together.
Let’s talk