Representative transformation / fictional company
Wholesale / B2B / Custom SaaS
Harbor & Lane
Dealer ordering ran through email and PDF catalogs. We connected product and stock data to a portal with ordering and status.
Dealer repeat orders up about 18% in two quarters.
- Wholesale fixtures distributor
- 26 internal users
- More than 400 active dealer accounts
- Existing accounting and inventory systems retained
The business challenge.
Inside sales copied information between customers, stock sheets, and suppliers. Quotes included long bills of materials and changing vendor lead times.
- Dealers requested stock and order updates by email
- Inside sales rebuilt quotes from catalogs and supplier sheets
- Product availability changed faster than PDF catalogs
- Order status was difficult to share outside the business
- Standard CRM products could not handle the quote rules
The platform.
Dealer login, live catalog, and order status. Inventory-aware pricing on standard items came next.
- Dealer accounts and role-based access
- Live product catalog
- Inventory-aware standard pricing
- Quote and order requests
- Order and document status
- Internal administration area
Automation and AI, where useful.
Automation follows a defined workflow. AI prepares, summarizes, or flags work for review when judgment still belongs with a person.
- Synchronize products, stock, and customer records
- Route nonstandard quotes to the right specialist
- Notify dealers when order status changes
- Generate routine order documents
- Flag availability conflicts before submission
What changed after launch.
Quote cycle on standard items went from about five days to about two. Engineered items did not move. Two senior reps still export to Excel to think.
Year-one software cost sat close to HubSpot plus a contractor. Year-two is one bill and no per-seat surprise when they hired four people.
Repeat dealer orders
BeforePrior two quarters
AfterAbout 18% higher
Standard quote cycle
BeforeAbout 5 days
AfterAbout 2 days
Engineered items
BeforeSlow, manual
AfterStill slow, on purpose
“I can still think in a spreadsheet. I just do not have to rebuild the catalog there every Monday.”
Build for eight months, then ongoing maintenance and improvements at the starting rate.
Book a Free ConsultationThis is a representative transformation. The company and stakeholder names are fictional, and the figures are illustrative of the class of outcome this model is designed to support.