We replaced a legacy database that could not keep up with the volume. Every quote is now chased on its own schedule and management can see the pipeline as it stands, so fewer quotes go cold.
The client is a UK-wide field service company generating about 20 quotations every day. These range from small parts orders at £50 to capital expenditure projects worth £200,000.
Their previous system could not keep up with that volume. It produced static reports the sales team had no use for, so quotes were lost, follow-up calls were irregular and customer details were not recorded properly.
The system sorts every quote by who it is for and what kind of work it covers, then applies the right rules to each.
Each quote is identified as a dealer or an end user, then categorised as contract, parts, service or capital expenditure.
Follow-up emails go out automatically, at intervals based on industry practice, so no quote is forgotten. Each chase follows the rules for that customer and category of work and carries the history of the quote, so nobody is asked the same thing twice.
Management can see accurate figures at any point, rather than a static report built after the event.
Within the first two months orders were being won more often and the sales cycle had shortened. Enquiries now become finished quotes the same day.
Chased in context
Cost to build
Payback
| Metric | Before | After |
|---|---|---|
| Data Visibility | None | Full |
| Follow-ups | Manual | Automated |
| ROI | N/A | Profitable |
This cost £1,250 to build and paid for itself in under four weeks. If quotes are going cold in your business, it starts with a brief chat to see how the work moves through it.
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