Problems we solve
Diagnosis first
Problem 01
Enquiries arrive on WhatsApp, email, the website and phone. Some get answered, some get forgotten, and nobody can say which.
Capture every enquiry into one place, assign an owner, and send reminders until the enquiry is answered or closed.
What the new workflow looks like
Enquiry
Captured in CRM
Owner assigned
Reminder
Response sent
Problem 02
The salesperson waits for pricing, retypes product details, rebuilds the same document and sends it two days later.
Build quotations from stored products, pricing rules and customer terms, with approval routing where it is needed.
What the new workflow looks like
Enquiry
Items and pricing
Quotation generated
Approval
Sent and logged
Problem 03
Orders, prices, complaints and approvals live inside individual phones. When someone is on leave, the thread is gone.
Route WhatsApp conversations into the CRM, structure the request, send documents and keep the history with the customer record.
What the new workflow looks like
WhatsApp message
Request understood
CRM record
Salesperson
Document sent
Problem 04
The same information is copied from WhatsApp into Excel, into email, and then into the accounting system.
Connect the systems so information is entered once and moves forward automatically.
What the new workflow looks like
Data entered once
Workflow step
Next system updated
Confirmation
Audit trail
Problem 05
Work only runs correctly when one experienced person is available. Everything waits when they are not.
Turn the procedure into a workflow with defined steps, owners, timings and escalations.
What the new workflow looks like
Trigger
Assigned step
Checklist
Escalation if late
Completed
Problem 06
Someone manually checks which invoices are overdue and calls customers when they remember to.
Issue invoices from confirmed orders and send scheduled reminders, with an escalation list for accounts.
What the new workflow looks like
Order
Invoice issued
Due-date reminder
Escalation list
Payment recorded
Problem 07
Status lives in people's heads and in separate sheets, so reporting means a round of phone calls.
Feed each workflow step into one dashboard showing enquiries, quotations, orders, deliveries and collections.
What the new workflow looks like
Every workflow step
Recorded automatically
Daily dashboard
Exception alerts
Problem 08
Pricing logic, supplier quirks and customer history are undocumented. New staff take months to become useful.
Build a knowledge system your team can ask questions to, drawing on your own documents and procedures.
What the new workflow looks like
Documents and SOPs
Indexed knowledge base
Employee asks a question
Sourced answer
That is normal, and it is fixable one process at a time. Tell us which one costs you the most and we will map it with you.
