B2B catalogueCRM and automationGoogle and LinkedIn Ads
01 / The situation
A distributor receives enquiries without product codes, quantities or context. The team spends time clarifying what to quote.
02 / How it works
Catalogue selection creates a record of products and quantities. You can follow the enquiry through to quote preparation in the application.
03 / Try it
See how it works.
An interactive version with sample data, running locally in your browser. It does not save enquiries, send messages, make bookings or take payments. Reloading resets your choices.
INTERACTIVE VERSION
Component catalogue
Sales record
Select products
Add a quantity for at least one product.
The record stays on this page; it is not sent to a CRM.
Features and possible extensions
The interactive flow runs locally in the browser. CRM connections, message delivery and campaign activation are separate extensions that are not implemented in this version.
01Product and quantity selection
02Enquiry with complete specifications
03Work record and owner
04Campaign direction: enquiries for specific products