Industries / B2B e-commerce

Quotes sent in hours, not days.

For distributors, wholesalers, and manufacturers selling to businesses: price requests, order questions, and follow-ups handled, with your sales team focused on the accounts that matter.

Book a scoping callSee the use cases
01 / Day-to-day for sales teams

Sales reps who spend more time answering than selling

"A price request comes in on Monday. The quote goes out on Thursday, and the customer has already ordered elsewhere."

In B2B, the first complete quote often wins the order.

"Where is my order? Is it in stock? We answer these questions all day."

Customer service is swamped by requests whose answer is already in the ERP.

"Our regular customers are ordering less, and we notice too late."

Order declines go unnoticed until the account is lost.

"The website, ERP, and CRM don’t talk to each other. We re-enter everything."

Every re-entry costs time and creates errors.

02 / Use cases

What we set up at a distributor

01Capture & follow up

Handle quote and price requests

Situation

Price requests come by email, form, and phone, often incomplete. Sales reps handle them between meetings.

What Heralink sets up

  • Request qualification: references, quantities, timeline, delivery terms.
  • Customer identification and pricing terms.
  • Draft quote prepared from the ERP, approved by the sales rep.
  • Routing to the right rep by account or territory.
Expected result

Complete quotes sent faster, and reps who approve instead of typing.

Price requests — today
Existing customer · 12 SKUsDraft
Negotiated price applied · to approve
New prospect · 500 unitsQualified
Sent to territory rep
Website form · Unknown SKUIncomplete
Clarification requested
02Automate

Answer product and order questions

Situation

Availability, lead times, delivery tracking, spec sheets: customer service answers questions all day whose answer is in the ERP.

What Heralink sets up

  • An assistant connected to the ERP: stock, lead times, order status.
  • Spec sheets and product documents sent on request.
  • Delivery tracking with the carrier.
  • Escalation to customer service for disputes and special cases.
Expected result

Customer service available for the issues that need a person.

Customer questions — today
Availability of SKU A-2041?Answered
340 in stock · ships within 48h
Status of order C-8812?Answered
In transit · delivery Thursday
Damaged parcelEscalated
Sent to customer service with photos
03Automate

Follow up on carts, quotes, and reorders

Situation

Unconverted quotes, abandoned carts, and order declines are tracked by nobody.

What Heralink sets up

  • Follow-ups on pending quotes and abandoned website carts.
  • Detection of regular customers whose orders are slowing.
  • Reorder reminders based on purchase history.
  • Alerts to the sales rep on at-risk accounts.
Expected result

Fewer lost orders, and accounts looked after before they drift away.

Follow-ups — this week
Quote D-3310 · €8,400D+5
Follow-up sent · customer opened
Regular customer · Morel HardwareDeclining
Orders down · rep alerted
Usual reorder · ConsumablesD-3
Reminder sent to customer
04Custom

Integrate your tools

Situation

The website, ERP, CRM, and sales tools run separately. Teams re-enter orders, customers, and product data.

What Heralink sets up

  • Sync between ERP, CRM, and e-commerce site.
  • Product listings generated and enriched from your data.
  • Consolidated sales reporting, updated automatically.
  • Connection with your B2B marketplaces and platforms.
Expected result

A single source of truth, and teams who no longer re-enter data.

Syncs
ERP → Website · Stock and pricesHourly
Last sync 12 min ago
Website → CRM · New accountsReal time
3 accounts created today
Product listings · 240 SKUsIn progress
Descriptions enriched · to approve
03 / The streamlined journey

From price request to repeat order, without gaps

  1. 01
    Price request
  2. 02
    Qualification
  3. 03
    Quote
  4. 04
    Sales rep
  5. 05
    Order
  6. 06
    Reorder
04 / Your tools

We integrate the solution into your existing environment rather than imposing a new tool.

  • ERP
  • CRM
  • E-commerce site
  • B2B marketplaces
  • Carriers
  • Email
  • Telephony
  • Reporting tools
05 / FAQ

Frequently asked questions

In most cases, yes. We check integration options during the scoping call and propose a suitable approach if a direct connection isn’t possible.

Let’s identify what will win your teams the most orders.

A free 30-minute scoping call to review your price requests, customer service, and tools.

Book a scoping call