Resources
How a B2B company puts the criteria it sells with in order: discounts, margins, approvals, and customer-specific terms.
Guides
What to check before quoting a customer
What should be in front of you before you send a price doesn't stop at five things. What to check, what happens when one is missing, and why it doesn't fit in one head.
What to do when your company has no defined sales processes
No B2B company arrives with its commercial rules written down. What breaks when the criteria live in one person's head, and the four questions that put them in order.
Documentation
How it gets set up, step by stepSoon
Rules, price lists, and approvals, for the team that will use it every day.
Probalo con tu forma de trabajar.
Treinta minutos: nos contás cómo cotizás, qué reglas tenés, quién aprueba qué, y lo ves andando sobre un caso como el tuyo.
Una charla sobre tu operación: dónde se traba, qué depende de quién.
Del otro lado, alguien que conoce el dolor de cabeza de cotizar en B2B.