Twenty-two line items, twenty-two article lookups, twenty-two prices to copy across.
The enquiry arrives by email with the customer's parts list, in the customer's own descriptions rather than yours. For each line someone finds the matching article, pulls the current price from the ERP system and creates the line item in the quotation system. At the end, someone reads it all a second time, because transposed digits creep in when figures are copied across.
22enquiry linesThe customer's parts list has 22 lines in the customer's own descriptions.
3lookups per lineFind the article, check the price breaks, check availability.
66lookups in totalThat is how many times someone opens the ERP system for this one quotation.
1correction passThe finished draft is read a second time against the enquiry.
Inside sales no longer has to do the 66 lookups; with 55% faster quotation preparation, the team reviews the 22 pre-filled items and resolves the three lines left without a match.
The 55% speed-up in quotation preparation is this agent's headline figure. Twenty-two enquiry lines with three lookups each represent a mid-sized enquiry in inside sales and are illustrative, not logged.