Results at a Glance
- Quotes produced in under 5 minutes
- Accurate Specification
- Automated Ex Codes
- Live sync with SAP Business One
- Reseller access included
- Full quote history and revision tracking
Problem
Our client manufacture computing equipment for hazardous area environments primarily industrial PCs, monitors, remote terminals and peripherals certified to operate in zones where conventional electronics would be a significant safety risk.
Quoting for this kind of equipment is not straightforward. Products are specification driven, configurations are tightly governed by certification rules, and getting a quote wrong has consequences beyond a lost sale.
Previously, the sales team produced quotes in spreadsheets. Anything unusual or outside standard configuration meant pulling in engineering, which pushed turnaround from minutes into hours or days when the team was stretched. Resellers and distributors waited on head office rather than being able to help themselves.
The business needed a way for sales to produce accurate quotes independently, without engineering becoming a bottleneck on every non-standard enquiry.
The Sales Matrix Tool
We built a specification driven quoting tool that lets the sales team generate accurate, fully compliant quotes in minutes without engineering sign off for the majority of configurations.
Guided selection, not free text. The tool walks a user through valid options based on what they have already selected. Incompatible choices are not available. Specification accuracy stops being something individuals have to remember and becomes something the system enforces.
Automated Ex Code. Each product configuration carries its own Ex code, which updates automatically on save. Previously this was a manual step that required care and time. Now it happens without anyone thinking about it.
Ready to send quotes. The tool produces a formatted quote document at the end of the process, ready for the customer. No reformatting, no copy and paste into a template.
Quote comparison and revision history. Every quote is traceable. Users can compare revisions and see exactly what changed between versions, useful when a specification evolves over several conversations.
Multiple currencies. The tool handles the main trading currencies without any additional steps.
Resellers and distributors. The tool is not just for the internal sales team. Resellers can log in and generate accurate quotes themselves, without contacting head office and waiting for a response. The interface is built for that, clear inputs, immediate validation, and a finished quote at the end of it.
Connected directly to SAP Business One
Quotes do not live in isolation from the rest of the business. The Sales Matrix Tool connects directly to SAP Business One, which means pricing, product data and quote records sit alongside everything else the company runs from. No double entry. No reconciliation at the end of the day.
Integrations
This project runs on SAP Business One however the same approach works directly with other MRP platforms Sage 200, MS Dynamics and SalesForce, the integration is straightforward to build.
What changed
| Area | Before | After |
|---|---|---|
| Quote turnaround | Hours at best, days when busy | Under five minutes |
| Engineering involvement | Required on every complex quote | Reserved for genuinely novel cases |
| Specification accuracy | Dependent on individual knowledge and care | Enforced by the system |
| Distributor experience | Phone, email and wait | Self serve from start to finish |
| Sales team capacity | Tied up producing and checking quotes | Available for customer conversations |
Does this sound familiar?
This project may be relevant if your sales team spends significant time producing quotes manually, relies on other departments to check accuracy, or if resellers and distributors have to wait on you rather than helping themselves.
We work with manufacturers, OEMs and specialist product businesses that need quoting, configuration and pricing tools built around how their products and sales processes actually work.
Worth a Conversation?
If our content sounds familiar or you are looking for alternative ideas to solve duplication and improve communication, give us a call.
No commitment, no sales pitch, just a conversation about whether we are the right people for you.
Please call +44 (0) 3330 066 280 or email [email protected]