Automating lead-to-quote at a national book distributor.
A B2B supplier of books in volume to corporations, schools and events, handling high volumes of custom quote requests and dozens of publisher catalog feeds.
Measured results are being collected against the baseline and will be published here.
Challenge
Every quote was assembled by hand from email: reading the request, looking up titles and publisher pricing, checking availability, and building a branded PDF. Catalog data arrived from publishers in different formats and had to be cleaned before it was usable.
Approach
We mapped the full lead-to-close process, then built in order of return: catalog data first so the agent would have accurate prices, then the quoting agent, then follow-up and corporate gifting storefronts.
Quoting agent
Turns inbound requests into priced, ready-to-send quotes for rep approval.
Catalog feed pipeline
Publisher catalogs flow into the product database automatically with titles, prices and availability.
Gifting storefronts
Private checkout pages let a client's employees order holiday book bundles directly.
Architecture · Quoting agentEvery step logged ยท human approval before send
InboxQuote requests by email and web form
AI agentExtracts titles, quantities, dates
Product dataPricing tiers, stock, freight
CRMQuote and PDF created
Sales repReviews and sends in one click
Free consultation
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A 30-minute call. Bring one process that costs your team hours every week, and leave with a plan to automate it.