This manufacturer had built a solid reputation over 15 years creating custom conveyor systems and material handling equipment. However, their sales process was becoming a bottleneck. RFQs arrived through multiple channels—email, web forms, and phone calls—and were manually distributed to sales reps based on availability rather than expertise or territory. The quoting process was entirely manual, requiring sales teams to dig through old proposals, recalculate pricing, and coordinate with engineering for technical specifications.
This fragmented approach meant quotes took 3-7 business days to deliver, and by then, many prospects had already moved forward with competitors. The sales manager was spending 15+ hours weekly just on lead routing and quote coordination.
Smart Taskflow implemented a comprehensive automation system connecting their existing tools. We built custom integrations between their web forms, email systems, and CRM. RFQs are now automatically parsed, categorized by product type and complexity, then routed to the most qualified sales rep based on expertise and current workload.
The quoting system pulls from a structured database of past proposals, automatically generates pricing based on current material costs from their ERP system, and creates professional PDF quotes with minimal human intervention. Team notifications keep everyone aligned on urgent requests.