Your day-to-day as we know it, and six examples, among others, of our agents at work.
Building materials and timber, electrical, plumbing and heating, bathrooms, hardware, site equipment. Your customers are tradespeople and construction companies: they expect sound advice, a price that holds and a job site supplied on time.
The job quote.
Drawings and take-offs, quantities per work package, from structural work to finishing, sales units to respect, a price within pricing authority.
Technical advice.
Standards, installation, the energy performance of products: the customer expects a reliable answer, right away.
The product range.
Thousands of items, supplier files to keep up to date, and equivalents that only your experienced salespeople know.
The customer account.
Terms negotiated customer by customer, outstanding balances to watch, reminders to send with tact.
Monday, 7:30 a.m.Before opening, the agent has reviewed the week's quotes: three have been waiting for an answer for five days, including a job that starts on Thursday. It has drafted the follow-ups. Your sales rep reviews them, keeps two and sends them.
A stock-out on the way.The supplier has just pushed a delivery back by ten days. The agent identifies the four orders that depend on it, proposes for each an equivalent in stock at the customer's price, and alerts the salesperson concerned before the customer calls.
A customer drifting away.A tradesperson who ordered every week has bought nothing for a month. The agent flags it to the sales rep, with the customer's history and latest quotes.
An account nearing its credit limit.Before the next order, the agent alerts the inside sales rep, with the overdue invoices. The subject no longer has to come up at the counter, in front of other customers.
A new supplier price list.The file arrived overnight. The agent lists the items whose price changes and the open quotes that include them. The manager decides what to pass on.
A drawing arrives by email.A tradesperson sends the drawing and take-off for a job. The agent works out the quantities per work package, the sales units and the customer's terms, and prepares the quote. The salesperson checks, adjusts and sends it.