An inquiry for a standard product comes in, and before it can turn into a priced quote, someone has to check the product database, current prices and availability before anyone can even reply. Finn takes on the checking: he matches the inquiry to the right product, checks price and availability, and prepares the quote for approval.

What Finn takes on

Matches incoming inquiries to the right product in the database and the current price list.
Checks availability and delivery time before every quote.
Drafts the quote for approval. Special cases go straight to a person.
Records every inquiry and its outcome so it can be traced.

What Finn needs from you

Finn starts with an export of your product database and current price list from the ERP system, plus access to the mailbox that receives the inquiries.

The first few weeks

From day one, Finn matches incoming inquiries to standard products and drafts the quotes from them. Over the first few weeks it becomes clear which inquiries count as special cases and belong with a person, and that sharpens the matching.

What changes

Inquiries about standard products no longer sit in the mailbox behind more demanding cases.
You see every quote before it goes out.
Every inquiry stays traceable, with its outcome on record, instead of being scattered across a mailbox.