Companies and contacts

Customers, prospects and leads with their account manager, agreed terms and last field visit.

428

Companies on file

Leads with no first contact

9 of them older than 14 days

Customers on a framework agreement

Company, customer number or contact

All
Customers
Leads
Framework
No visit in 6 months
My region

Companies

Sorted by last field visit, most recent first.

Cust. no.	Company	City	Region	Account manager	Terms	Last visit	State
K-10560	CompanyKirkham Tooling	CityZanesville	RegionCentral	Account managerK. Bramwell	TermsTier C, 2 % cash discount in 14 days	Last visit30 Jul	StateCustomer
K-10233	CompanyHargreaves Conveyor Systems Inc.	CityDayton	RegionCentral	Account managerM. Fenwick	TermsFramework RV-2023-014	Last visit22 Jul	StateFramework
K-10428	CompanySanders Metalworks LLC	CityToledo	RegionNorth	Account managerK. Bramwell	TermsTier B, net 30 days	Last visit14 Jul	StateCustomer
K-10091	CompanyFairbrook Packaging LLC	CityTerre Haute	RegionWest	Account managerD. Ashworth	TermsTier A, net 30 days	Last visit09 Jul	StateCustomer
K-10005	CompanySandusky municipal utilities	CitySandusky	RegionNorth	Account managerS. Pemberton	TermsTender only, no volume tier	Last visit18 Jun	StateTender
K-10712	CompanyBrinkworth Engineering LLC	CityPeoria	RegionWest	Account managerA. Winstanley	TermsProject pricing per job	Last visit05 Jun	StateCustomer
K-10877	CompanyRidgeway Plastics LLC	CityElkhart	RegionNorth	Account managerT. Whitlock	Termsnot yet agreed	Last visit—	StateLead
K-10944	CompanyThackeray Agricultural LLC	CityFindlay	RegionNorth	Account managerT. Whitlock	Termsnot yet agreed	Last visit—	StateLead

8 of 428 companies · two leads in this view have never been visited

Record a lead

Company and sales region are mandatory. Without a follow-up date the lead lands on the "no first contact" list.

Company

Contact

Sales region

North

Source

Trade show contact

Expected annual demand

The field rep's estimate, not a commitment by the customer

Follow-up

Pre-filled 14 days after entry

Note on first contact

Demand for linear guides and ball screws. Currently tied to the parent group's central purchasing; that contract expires at the end of the year.

This form does not submit anything.

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 solution Back to the software solutions The service page: Business software

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