01Trading companies and B2B sales
System for trading companies and B2B sales: inquiries, quotes, follow-up
In B2B sales, the winner is the one who responds first and never forgets to follow up. Yet sales reps spend hours retyping inquiries and building quotes.
02Sound familiar?
Do you recognize this?
Inquiries trapped in personal inboxes
Inquiries go to reps' personal email accounts, so the company has no visibility into how many there are or who is handling them.
Quotes take days
Every quote is pieced together from price lists, Excel, and old emails.
Follow-ups left to memory
Whether a rep follows up with a prospect depends entirely on their memory.
Monday morning pipeline scramble
Deal status has to be compiled by hand before every sales meeting.
03From inquiry to invoice
How an order moves through your company
5 of 6 steps
handled by the system
- 1system
Inquiry
AI reads the inquiry from email and creates a lead or deal.
- 2system
Assignment
The inquiry is routed to a sales rep based on your rules.
- 3person
Quote
The system prepares the quote from the price list, and the rep reviews and adjusts it.
- 4system
Follow-up
If the customer doesn't reply, the system reminds the rep to take the next step.
- 5system
Order
An accepted quote turns into an order without any retyping.
- 6system
Invoice and reporting
The invoice is generated from the order, and sales performance is visible in real time.
04Modules that make sense
Building blocks for this industry
We assemble your system from the modules you actually need. No clutter.
- Leads and dealsEvery inquiry has an owner and a status.
- Price-list quotesQuotes are built from products and prices stored in the system.
- Follow-up remindersThe system reminds reps who to contact and when.
- Orders and invoicesFrom quote to order and invoice without retyping.
- Sales overview on demandJust ask the AI assistant for the status of your pipeline.
05What it takes over most often
Work the system takes over here
06Frequently asked questions
Frequently asked questions
We have custom price lists and customer-specific discounts. Can it handle that?
Show us how you calculate prices today, and we'll design how the system applies them when preparing quotes.
Our sales reps use Gmail or Outlook. Do they have to switch?
No. Draivix connects with both Gmail and Outlook, so inquiries are logged even when they land in a personal inbox.
07Other industries
We also build systems for other businesses
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation