Quotes are prepared automatically from each customer's own history, ready for the salesperson to review
Our client, a refrigerant supplier, could only give a customer a price during working hours, by phone, message or visit. Every request took a salesperson away from other work, and the same numbers were looked up again and again: which gases and cylinder sizes this customer takes, what they paid last time, what their agreement says, what they owe.
The work is now done before anyone asks. Requests arriving through the channels customers already use are picked up by agents, and the quote is prepared from the rules the company has set for that customer, their own buying history, and the information already held in the ERP.
The salesperson opens a finished quote instead of building one. It can be checked, changed and sent, and the rules decide which quotes can go straight out and which must be approved first. The repetitive calculation is done by the system, and the pricing decision stays with the company.
Case studies
Stock is live, every past day is on record, and errors are caught as they happen
Filling plants in different cities reported their work through email and messaging groups. Once a week someone read every message, wrote the numbers down, and tried to match them with the ERP. By the time the numbers were ready, they were already a few days old, and a wrong number was usually found long after the gas had moved.
Purchase invoices and returns are read and posted into the ERP by an agent, with the accountant approving
A refrigerant supplier's purchase invoices are not simple documents. Gas, cylinders, freight and deposits sit on the same paper, VAT is not always one rate, imports arrive in dollars or euros, and returned cylinders come back as their own kind of invoice. All of it was typed into the ERP by hand, line by line.
Sales, customer accounts and market position in one place, with the system pointing out what needs attention
Sales information lived in the ERP, in spreadsheets, and in what the sales team remembered. Management could not see which region was weak or how much of a market was actually being reached, and a customer who had stopped ordering gas was often noticed months later.