Perfect Distribution
Automation Distributor

 

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New York, NY

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Online Demonstration

April 16th, 2013

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Overview

Front End Features

Back End Features

Getting Started

Quote Generator

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The PD Quote Generator is the most revolutionary of the back-end features. This web-based quoting program simultaneously connects to your accounting database, customer database, and vendor web portals in order to help you generate accurate quotes (with lead times!) in a matter of seconds.

As you begin entering part numbers, our quoting program instantly connects to your vendor web portals... logs in to your accounts... and then extracts the real-time price and availability data for each part number.    Yes - we really can do that!

We also connect to your accounting database and check to see if your customer has ordered any of the quoted parts in the past. If so, our quoting program instantly shows you the recently ordered prices. This ensures that you use consistent, high-margin pricing.

What does all this mean? Your staff can now issue accurate quotes (with lead times!) in a matter of seconds. They no longer have to call each vendor individually... or keep track of Excel / PDF files... or store 30+ login names and passwords... or manually sift through your accounting database to compare quoted prices against previously ordered prices. Quotes can be created in seconds, and it is virtually impossible to quote inaccurate or out-dated prices!

Screenshot: The PD Quote Generator is revolutionizing the industrial distribution industry.   Click here for a full-screen preview.

Benefits

issue quotes from any PC with an internet connection

instantly quote accurate prices

instantly quote accurate lead times (new login to a vendor web portal again!)

compare quoted prices against your customers' previous quotes and orders

dramatically reduce the amount of time required to issue multi-vendor, multi-part quotes

automatically generate professional PDF files for easy delivery to your customers

e-mail your quotes directly from your website

allow your management team and sales staff to view quotes, in real time, as they're completed

Step by Step

Add Customer to Quote

When you issue a quote using our revolutionary Quote Generator, you start by typing in the name of the customer who requested the quote. As you're typing, our quoting program instantly connects to your CRM database and imports the appropriate contact information for the selected customer.

Screenshot:   Quote Generator Importing Customer Data

Add Part Numbers to Quote

As you begin entering part numbers into your quote, the Quote Generator instantly connects to your vendor web portals... logs in to your accounts... and extracts the real-time price and availability data for each part number.

It's impossible to quote an inaccurate price or lead time!

The Quote Generator even takes screen captures of your vendors' web pages and shows you exactly where the real-time data comes from.

If some of your vendors don't publish their prices and leadtimes online, that's no problem. All they need to do is upload their prices and leadtimes to LocalAutomation.com, and the Quote Generator will instantly recognize and use their latest data.

Compare Prices Against Order History

Once you have added part numbers to your quote, the Quote Generator will connect to your accounting database and check to see if your customer has ordered any of the part numbers in the past. If so, the Quote Generator will display the recently ordered prices for each part. This ensures that you use consistent, high-margin pricing!

Add Comments, Headers, and More

The Quote Generator allows you to add comments, section headers, sub-totals, blind sub-totals, and more. There is simply no easier way to create a clean, accurate, professionally designed quote in a matter of minutes.

Save and Send

When your quote is finished, you can instantly e-mail to your customer directly from the website. You can include an e-mail message with the quote, and they both get delivered to your customer from your real e-mail address - just as if you had sent it using your regular e-mail program.

The quote gets attached to the e-mail as a PDF file and embedded in the body of the e-mail itself.

Review, Share, Search, and Plot

Now that your entire company is standardized on a common, web-based quoting platform, it's simple to monitor quotes in real-time... view quote histories... collaborate on quotes with co-workers... search for quotes based on part numbers, part descriptions, etc... and more!

Screenshot:

Case Study

Issuing Quotations - The Inefficient Way

Let's assume that one of your inside staffers receives a quote request for 50 line items (e.g. a vision system, a 24 VDC power supply, an enclosure, etc.) from 10 different manufacturers (e.g. Cognex, Phoenix Contact, Rittal, etc.)

In order to issue this quote, your salesperson needs to look up the current prices and lead times for all 50 parts. In order to look up the prices, the salesperson has a few options.

1.

In an ideal situation, a staff member at your company is maintaining an up-to-date database of parts and prices with the latest information from each manufacturer. If that's the case, then the salesperson can simply type a part number into your current quoting program, and the database sends back the up-to-date price.

This rarely happens - as we all know. A typical distributor represents 30+ manufacturers, and most of the manufactures send out bi-annual (or sometimes even monthly) pricelists in Excel or PDF format. It is very time-consuming for distributors to convert the data from these documents into a useable format and upload it into their database, and most of them simply don't do it.

2.

If there isn't an up-to-date database, then the salesperson hopefully has a copy of the most recent pricelist (Excel / PDF) from each manufacturer. The salesperson can then open each document individually and look up the prices for each of the 50 parts.

3.

If the salesperson doesn't have a pricelist for a particular manufacturer, then he has to call the manufacturer, get a hold of a customer service representative, and ask for up-to-date price information for each part from that manufacturer.

4.

In many cases, your manufacturers will publish prices and lead times on a secure page of their website which you can access with a username and password. If this option is available, the salesperson could visit each of the manufacturer's websites (where available), login to the site, and then look up the prices and lead times.

In the best case scenario, above, the salesperson could get up-to-date prices on all 50 parts by simply typing them into his quoting program (option #1). In the worst case, he has to sift through 10 individual pricelists... or visit 10 manufacturer websites... or call 10 different customer sales representatives (options #2 - #4).

Once he has all of the prices, he needs to get accurate lead times. In this industrial distribution industry, lead times can vary from "one day" to "8 weeks" for certain products. Customers always want to know when parts can be delivered because a single late part can hold up a multi-million dollar project.

Regardless of how efficiently the salesperson obtained the prices, above, the process of obtaining accurate lead-times is much less efficient. You can't get up-to-date lead times from an Excel document or PDF. You have to either call the manufacturers or login to their websites to get that information.

So, in order to get lead times in this scenario, the salesperson has to either login to 10 different websites or call 10 different manufacturers.

After all of this work, the salesperson finally has up-to-date prices and up-to-date lead times. Before he can issue the quote, however, the salesperson needs to check whether or not the customer has bought any of the 50 parts before and, if so, what the customer paid for those parts in the past. In order to do this, the salesperson needs to open up your accounting program and search through the customer's order history for each of the 50 parts.

Once he has verified that all of the quoted prices are consistent with previously-ordered prices, the salesperson can now save the quote... attach the quote to an e-mail... and send it to the custoemr.

As you can see, this entire process is extremely time consuming and inefficient... but hundreds of distributors and thousands of salespeople do it everyday. It consumes their time and it consumes the time of the manufacturer's customer service staff who have to field questions about price and lead times all day long.

The worst part is... after all of that work, the outside sales staff and management team are often clueless that a quote has even been issued!   Unless the inside staff member decides to e-mail the quote to the outside sales engineers and management team, no one will know to follow up with the customer... attempt to expand the sale... and/or book the order!

Issuing Quotations - The Perfect Distribution Way

When you issue a quote using our revolutionary web-based Quote Generator, you start by typing in the name of the customer who requested the quote.   As you're typing, our quoting program instantly connects to your CRM database and imports the appropriate contact information for the selected customer.

As you begin entering part numbers, our quoting program instantly connects to your vendor web portals... logs in to your accounts... and then extracts the real-time price and availability data for each part number.   We also connect to your accounting database and check to see if this customer has ordered any of the parts in the past. If so, our quoting program instantly displays the recently ordered prices to the salesperson. This ensures that the salesperson uses consistent, high-margin pricing.

What does all this mean?   Your staff can now issue accurate quotes (with lead times!) in a matter of seconds.   They no longer have to call each vendor individually... or keep track of Excel / PDF files... or store 30+ login names and passwords... or manually sift through your accounting database to compare quoted prices against previously ordered prices.   Quotes can be created in seconds, and it is virtually impossible to quote inaccurate or out-dated prices!

A salesperson using the Perfect Distribution Quote Generator could issue an accurate quote for 50 parts, as described above, in about five minutes or less. Without the Quote Generator, it would take several hours to complete.

As soon as the quote finished, it's instantly visible to your entire company on your PD website.   Management can now monitor the quoting activity of the entire company!   Sales engineers can instantly see which customers are being quoted by the inside staffers!   The possibilities are endless... and the increased efficiency is priceless!

Finally, at the end of each day, Perfect Distribution will automatically e-mail a quote summary to each of your staff members... smacking them across the face and saying, "Hey, follow up on this!"

Summary

The power of Perfect Distribution lies in the fact that:

1. It is web based.

2. It can simultaneously connect to all of your business databases and the databases of your business partners.

The quoting scenario, above, is just one example of how our software can dramatically (and instantly) transform the transparency, efficiency, and profitability of your distribution business.

There are hundreds of other examples... just continue with the tour.

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