Kontur SalesAshcombe Industrial Supplies LLC
Signed in as Sales management, inside and field sales
Sample dataSales management, inside and field sales
OP-2551 · Hargreaves Conveyor Systems
A single opportunity with the draft terms, the quoted items and the full history.
OP-2551 · Drive technology framework agreement 2027
NegotiationHargreaves Conveyor Systems Inc., Dayton · customer number K-10233
Opportunity
- Quoted value (per year)
- $83,772.00
- Term
- 1 Jan 2027 to 31 Dec 2027
- In this stage since
- 22 July
- Next follow-up
- 4 August
Ownership
- Field sales
- Martin Fenwick, Central region
- Inside sales
- Pauline Hollingworth
- Contact at the customer
- Mr. Radcliffe, head of purchasing
- Last field visit
- 22 July — terms round
Draft terms
- Volume tier from 500 units
- 8 % off list price
- Payment terms
- Net 30 days, 2 % cash discount within 10 days
- Minimum call-off value per year
- $60,000.00
- Contribution margin in the draft
- $19,284.00
Background
- Customer since
- 2016
- Previous framework agreement
- RV-2023-014, expires 31 Dec 2026
Opportunity chain
Requirement recorded
18 June · field visit
Costed by inside sales
9 July · signed off by sales management
Quotation AN-2551 sent
15 July · valid for 60 days
Terms negotiation
since 22 July
Framework agreement signed
customer has promised week 34
Items in quotation AN-2551
Annual values based on the call-off volumes the customer stated. Invoicing happens per call-off.
| Item | Article | Call-off volume | List price | Tier price | Annual value |
|---|---|---|---|---|---|
| 10 | ArticleToothed belt HTD 8M, 30 mm wide | Call-off volume1,200 pcs | List price$24.90 | Tier price$22.90 | Annual value$27,480.00 |
| 20 | ArticleBevel gearbox, frame size 63 | Call-off volume40 pcs | List price$486.00 | Tier price$447.00 | Annual value$17,880.00 |
| 30 | ArticleDeep groove ball bearing 6205-2RS | Call-off volume3,000 pcs | List price$3.40 | Tier price$2.98 | Annual value$8,940.00 |
| 40 | ArticleLinear guide 20 mm, carriage | Call-off volume180 pcs | List price$62.50 | Tier price$57.00 | Annual value$10,260.00 |
| 50 | ArticleFrequency inverter 1.5 kW | Call-off volume24 pcs | List price$398.00 | Tier price$365.00 | Annual value$8,760.00 |
| 60 | ArticleFlexible coupling, frame size 24 | Call-off volume260 pcs | List price$44.00 | Tier price$40.20 | Annual value$10,452.00 |
6 items · annual value in the draft $83,772.00 net
History of this opportunity
Stage moved to "negotiation"
Yesterday, 4:30 PMPurchasing wants the volume tier to start at 300 units rather than 500. Re-costing requested from inside sales.
M. Fenwick
Field visit
22 July, 10:00 AMTerms round in Dayton, minutes attached. Mr. Radcliffe promises a decision by week 34.
M. Fenwick
Quotation AN-2551 sent
15 July, 2:12 PM6 items, annual value $83,772.00 net, valid for 60 days.
P. Hollingworth
Costing approved
9 July, 9:40 AMContribution margin in the draft $19,284.00. Signed off by sales management.
H. Ashcombe
Requirement recorded
18 June, 1:05 PMThe previous framework agreement RV-2023-014 expires on 31 Dec 2026. The customer wants to renew early.
M. Fenwick
How Awelior would approach this project
Ashcombe Industrial Supplies LLC is invented — the way it is built is not. None of this is work delivered for a client. It is the shape we would give such a project — with the same depth, but without a client who would have to answer for it.
Where it starts
Ashcombe Industrial Supplies LLC sells through inside and field sales. Every field rep keeps their follow-ups differently, the inside team files quotations in a binder, and sales management learns the state of a framework agreement by asking. If somebody drops out, their knowledge drops out with them — that is the real trigger, not a wish for reporting.
Decisions
The opportunity at the center, not the customer
The center of gravity is the opportunity with its history, not the customer record. A wholesaler has few customers and many deals; put the customer in the middle and every quotation has to be reassembled by hand afterwards.
Pipeline as a board, contacts as a table
Two views for two questions. The board answers “where does it stand”, the table “who haven't I spoken to in a while”. Forcing both into one view produces a view that answers neither well.
Follow-up is a field, not a calendar entry
Reminders hang off the opportunity and travel with it when it changes hands. In one person's calendar the follow-up would be exactly what it was before: private, and unfindable when they are away.
Deliberately left outNo quotation building and no email sending. Both belong with the merchandise system, not the CRM — a second system that calculates prices is the most reliable source of two different quotations carrying the same number.
What is in it
- Screens
- 5
- Content blocks
- 19
- Languages
- 4
Five screens, in all four languages, with sidebar, header and stated role. Navigation between screens works; tables, board, charts and forms are rendered and inert. Every name, number and value is invented.
How it would go on
Migrating the spreadsheets
Merging three grown-up spreadsheets is half the effort of the project — duplicates, inconsistent spellings, contacts with no company.
Merchandise system and quotations
Item prices, customer terms and quotation status have to come from the system of record, or CRM and job book drift apart.
Mobile for field sales
Follow-ups and visit reports get captured in the car, not at a desk. That is a separate interface, not the same page on a small screen.
An application like this for your business?
Kontur Sales is invented — the way it is cut is not. Applications like this come out of the processes a business already runs.
Sample application by Awelior. Invented business, invented data, nothing stored.