Solutions for B2B wholesale
Capture orders. Create quotes. Anticipate reorders.
Orders arrive by email, PDF and phone, and every customer has their own assortment and prices. Agents take over the routine in between, and your inside sales team focuses on customers and exceptions.
The starting point in wholesale
In wholesale, the effort grows with every order. The reasons lie in four familiar places.
Email, PDF, phone: inside sales types up orders, matches item numbers and terms and resolves queries. Every additional order costs the same manual work.
Solution: Order capture by agents
Agents read incoming orders, match items and customer terms and create the order in the ERP. Unclear cases go to inside sales with a suggestion.
Price inquiries, project quotes, volume tiers: every quote is assembled from several systems and follow-up questions. Response time helps decide who wins the order.
Solution: Quoting agent
An agent compiles quotes from assortment, terms and availability. Your sales team reviews, adds and approves.
Contract prices, customer assortments and substitution rules are spread across ERP, PIM and online shop. If the portal shows a different price than the invoice, the customer picks up the phone again.
Solution: One source of truth for price and assortment
We connect ERP, PIM and search so that every buyer sees their assortment and contract price in the portal, identical all the way to the cart.
Buyers search by item number, by standard or in their own words. If search handles only one of these, the inquiry goes back to field sales.
Solution: Search that advises
Hybrid search finds item numbers and descriptions alike. When an inquiry needs advice, an agent clarifies the requirements and suggests items from the approved assortment, at the contract price.
With agents handling the routine, your inside sales team has time for the customers who need advice.
Value levers in wholesale
Every agent is assigned to a value lever. In wholesale, two matter most: operating costs and revenue.
Agents capture orders from emails and PDFs, prepare quotes and answer status and price inquiries. Your team reviews exceptions and approves.
Result: more orders with the same team, shorter response times.
From order history and consumption, agents recognize when a customer will reorder and suggest the order in the B2B portal, at the contract price and with current availability.
Result: a larger share of your customers’ demand.
Buyers find what they need by item number, standard or description and receive matching additions: the lubricant for the bearing, the fasteners for the assembly.
Result: higher conversion and larger baskets in the portal.
We build what we recommend.
At foobar Agency, consulting and implementation sit in one team. Whoever proposes the split between portal, agent and inside sales is also responsible for the platform behind it.
References
Agents build on platforms that make assortment, prices and customers accessible. Our references show how such platforms come about.
Frequently asked questions
Orders by email, as PDF attachments or from forms. The agent matches items and terms and creates the order. You decide how far it books on its own: at first, it proposes and your inside sales team approves; later, it books standard cases within approved limits.
From your pricing in the ERP or pricing engine. Recommendations come exclusively from the assortment the customer is allowed to order, and rules such as export restrictions apply before the agent responds.
Your search logs will tell. Weaknesses with item numbers are solved by better indexing, queries in customers’ own words by semantic search. An advisory agent pays off where buyers clarify in dialogue what fits their application.
Your customers keep ordering through their usual channels: by email, in the portal or via punchout from systems such as SAP Ariba or Coupa. The agents work in the background.
They stay with inside sales and sales. The agent recognizes when a request deviates from the standard, for example with special prices, project quantities or application questions, and passes it to your team with all the information.
The Impact Check, at a fixed price: afterwards, you know your maturity level, the hurdles between order, quote and portal and the blueprint for your first agent.
We look forward to your enquiry.
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