We replaced a cumbersome legacy database with a streamlined automation system. This solution ensures every lead is followed up correctly; resulting in faster conversions and no lost opportunities.
The client generates approximately 20 quotations every day. These range from small parts orders at £50 to capital expenditure projects worth £200,000.
Their previous system failed to manage this volume effectively. It produced static reports that offered no practical utility for the sales team. As a result; quotes were frequently lost, follow-up calls were irregular, and vital customer details were not recorded accurately.
We built a bespoke system that distinguishes between customer types and work categories to apply specific sales rules.
The system identifies if a quote is for a dealer or an end user. It then categorises the work as a contract, parts, service, or capital expenditure.
Follow-up emails are sent automatically at intervals based on industry best practices. This ensures no quote is ever forgotten.
Management now has access to immediate and accurate data. This allows for informed decisions on how to improve sales performance.
The implementation has been live for only two months; however, the improvements are already significant. Orders are being secured more frequently and the sales cycle has shortened.
Reporting Accuracy
Quote Tracking
Full Payback Period
| Metric | Before | After |
|---|---|---|
| Data Visibility | None | Full |
| Follow-ups | Manual | Automated |
| ROI | N/A | Profitable |
This solution cost £1,250 to implement and paid for itself through increased sales within weeks. Let us do the same for your business.
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