Back to the software solutions

Example site for an entirely fictional business — not a real company.

Kontur SalesAshcombe Industrial Supplies LLC

Sample data

Overview

The entry screen for sales management: what is due today, what is open, and what happened last.

47

Open quotations

as of 7:00 AM today

$312,480.00

Open quotation value

excluding call-offs against framework agreements

18

Follow-ups due today

5 of them overdue

6

Framework agreements expiring within 90 days

renewal not yet started

Follow-ups due today

Thursday 30 July — sorted by due date

  • Sanders Metalworks LLC — quotation AN-2609

    due today · K. Bramwell

    Call back about item 4: the customer wants a chain drive costed instead of the toothed belt.

    Quotation

  • Hargreaves Conveyor Systems — framework agreement 2027

    due today · M. Fenwick

    Agree terms. Purchasing wants the volume tier to start at 300 units rather than 500.

    Framework

  • Ridgeway Plastics — first visit

    overdue since 24 July · T. Whitlock

    Appointment moved twice, purchasing is not calling back. A third attempt is scheduled.

    Lead

  • Fairbrook Packaging — sample set

    due today · D. Ashworth

    Feedback requested on the pneumatic cylinder samples, with the customer since 21 July.

    Opportunity

  • Sandusky municipal utilities — tender 24-118

    due 31 July · S. Pemberton

    The specification is in hand; the bid deadline closes on 7 August at 12:00 PM.

    Tender

Open quotation value by sales region

Total of quotations in state "open" — call-offs against running framework agreements are not included.

North
$96,400.00
Central
$78,250.00
West
$61,900.00
East
$44,730.00
South
$31,200.00

Recently recorded

  1. Quotation AN-2617 sent

    Today, 8:12 AM

    Fairbrook Packaging, 4 items, $18,940.00 net, valid for 30 days.

    D. Ashworth

  2. Visit report filed

    Today, 7:45 AM

    Kirkham Tooling — demand for ball screws from the fourth quarter. Follow-up set for 21 August.

    K. Bramwell

  3. Opportunity moved to "negotiation"

    Yesterday, 4:30 PM

    Hargreaves Conveyor Systems, drive technology framework agreement 2027.

    M. Fenwick

  4. Quotation declined

    Yesterday, 2:05 PM

    Kendrick & Marsh Engineering — the competitor could supply from stock. Reason recorded on the opportunity.

    S. Pemberton

  5. Lead created from a trade show contact

    28 July, 11:20 AM

    Thackeray Agricultural, Findlay — inquiry about hydraulic hoses and press fittings.

    T. Whitlock

The project frame

How Awelior would approach this project

Ashcombe Industrial Supplies LLC is invented — the way it is built is not. None of this is work delivered for a client. It is the shape we would give such a project — with the same depth, but without a client who would have to answer for it.

Where it starts

Ashcombe Industrial Supplies LLC sells through inside and field sales. Every field rep keeps their follow-ups differently, the inside team files quotations in a binder, and sales management learns the state of a framework agreement by asking. If somebody drops out, their knowledge drops out with them — that is the real trigger, not a wish for reporting.

Decisions

  • The opportunity at the center, not the customer

    The center of gravity is the opportunity with its history, not the customer record. A wholesaler has few customers and many deals; put the customer in the middle and every quotation has to be reassembled by hand afterwards.

  • Pipeline as a board, contacts as a table

    Two views for two questions. The board answers “where does it stand”, the table “who haven't I spoken to in a while”. Forcing both into one view produces a view that answers neither well.

  • Follow-up is a field, not a calendar entry

    Reminders hang off the opportunity and travel with it when it changes hands. In one person's calendar the follow-up would be exactly what it was before: private, and unfindable when they are away.

Deliberately left outNo quotation building and no email sending. Both belong with the merchandise system, not the CRM — a second system that calculates prices is the most reliable source of two different quotations carrying the same number.

What is in it

Screens
5
Content blocks
19
Languages
4

Five screens, in all four languages, with sidebar, header and stated role. Navigation between screens works; tables, board, charts and forms are rendered and inert. Every name, number and value is invented.

How it would go on

  • Migrating the spreadsheets

    Merging three grown-up spreadsheets is half the effort of the project — duplicates, inconsistent spellings, contacts with no company.

  • Merchandise system and quotations

    Item prices, customer terms and quotation status have to come from the system of record, or CRM and job book drift apart.

  • Mobile for field sales

    Follow-ups and visit reports get captured in the car, not at a desk. That is a separate interface, not the same page on a small screen.

Talk through your project

Sample data

An application like this for your business?

Kontur Sales is invented — the way it is cut is not. Applications like this come out of the processes a business already runs.

Talk about a solutionBack to the software solutionsThe service page: Business software

Sample application by Awelior. Invented business, invented data, nothing stored.