CRM consulting for manufacturers & distributors
From enquiry to dispatch—sales aligned with production.
Challenges we hear
- •Dealer and direct enquiries tracked in email and spreadsheets
- •Quotes and MOQs disconnected from production capacity
- •After-sales and repeat orders lack account history in one place
Outcomes with CloudXD
- B2B pipelines with dealer tiers and territory rules
- Quote-to-production handoff with clear approval stages
- Account history for spares, reorders, and service contracts
Workflows we implement
Step 1
Enquiry & RFQ
Step 2
Quote approval
Step 3
Dispatch & reorder