Electricals & Electronics

Sales follow-up and the dealer / quote desk

Dealer reorders, lapsed distributors, and unchased quotes go cold because follow-up depends on memory. For project segments, quoted pipeline quietly evaporates and the firm cannot tell its win-rate by customer or job type.

Who has it

LED, lighting, motor and pump makers for dealer reorders and win-back; switchgear, panel, EMS and transformer makers for quote chasing through long bid cycles.

What we build

Timed, rules-based reorder and win-back nudges over WhatsApp and email off the client's own order history for branded segments, and a quote-chasing cadence with a win-rate view by customer and job type for project segments. Every offer and every commitment is signed off by a person.

What is automated, where AI helps, who signs off

Automation for the routine. A person on every decision that matters.

The reliable spine

The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for Sales follow-up and the dealer / quote desk.

Where AI helps

AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for Sales follow-up and the dealer / quote desk; it never owns the number, the approval, the promise or the decision.

Who signs off

A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.

What changes day to day

Reorders and lapsed dealers come back; quotes get chased instead of dying; the firm learns what it wins.

Illustrative outcome

Reorders and lapsed dealers come back; quotes get chased instead of dying; the firm learns what it wins. Illustrative; final numbers come from your own data.

Illustrative; final numbers come from your own data.

Path to the build

How this one gets built.

Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.

Find the one build worth funding first.

A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.