From slow, manual budgeting to clear offers in minutes, right in front of the customer
How a DIY product distributor stopped preparing quotes by hand and allowed its sales team to generate customized offers from iPad, mobile or computer.
-30 min
per quote sent to client
15 hours
per month recovered by commercial
+20%
reduction in customer response time
Type of company
Distributor of DIY products:
Extensive and constantly changing catalog
Professional clients and stores
Sales team in:
Store
Store
Customer visits
Variable prices:
Per client
By volume
Due to commercial conditions
Existing systems:
ERP
Excel for pricing
PDFs or printed catalogs
The business was working, but budgets were holding back sales .
The Problem
Each budget included:
Search for products in catalogs
Check prices in Excel
Apply discounts manually
Review margins
Prepare the document
Send it later
And that causes:
Uncomfortable waiting in front of the customer
Budgets that arrive late
Pricing errors
Inconsistencies between commercials
"Leave it with me and I'll send it to you later."
“I think this price is right.”
“Each commercial does it a little differently.”
Nothing is broken.
But sales are slowing down .
What was built
A budgeting system connected to the catalog was implemented, designed for mobile use and at the point of sale . The objective was clear: to allow the salesperson to create quotes seamlessly, right in front of the customer.
1. Integrated and visual digital catalog
From any device (iPad, mobile phone or computer), the salesperson can:
Browse the catalog
Find products quickly
Show images and details to the customer
Select products with one click
No static PDFs.
No Excel required.
2. Simple and flexible budgeting system
In just a few steps, the salesperson can:
Select quantities
Apply custom pricing
Add discounts based on customer
View the total in real time
All with:
Clear rules
Controlled margins
No manual calculations
The system guides the sale , it doesn't hinder it.
3. Immediate delivery of the quote
Once ready:
The budget is generated automatically.
It is sent to the customer immediately.
In a clear and professional format
From the device itself
The client:
He receives it immediately
He understands.
Decide before
What was NOT built
The ERP was not changed.
Students were not forced to learn complex software.
Trade policy was not made rigid
No flexibility was taken away from the seller
The existing catalog and rules were connected
and they were given a usable interface .
The Results
Budgets created in minutes
Deleting Excel files and PDFs
Consistency between commercials
Real-world use in mobility
Impact on sales
Faster response time
Better customer experience
Increased closure rate
Fewer lost budgets
Why it worked:
It was conceived from a commercial point of view
Friction was eliminated at the key moment
Price flexibility was maintained
The actual way of selling was respected.
The catalog was not digitized.
The sale accelerated .
Return on Investment
-30 min
per quote sent to client
15 hours
per month recovered by commercial
+20%
reduction in customer response time
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