01
Bringing consistency to inquiry management and quotations
A global API manufacturer received sample and commercial inquiries through several channels.
Without a common process, inquiries were difficult to track, ownership was unclear and quotations required significant manual effort.
Megnity implemented Salesforce Sales Cloud to connect inquiry management, qualification, approvals and quotations.
02
The challenge
The company's commercial process had several gaps:
- 01Inquiries arrived through websites, email and manual channels without consistent ownership.
- 02Lead acknowledgment and qualification were not standardized.
- 03Sample and commercial opportunities followed different manual processes.
- 04Quotations were created, revised and approved manually.
- 05Teams had limited visibility into the progress of inquiries.
03
What Megnity delivered
Megnity implemented a structured lead-to-quote process using Salesforce Sales Cloud.
The solution included:
- Web-to-lead and email-to-lead capture.
- Automatic product mapping and queue-based assignment.
- Territory-based lead qualification and escalation.
- Separate processes for free samples, paid samples and commercial opportunities.
- Certificate of Analysis and pre-shipment approvals.
- Currency controls and standardized commercial terms.
- Automatically generated quotation PDFs.
- Multi-level quotation approvals.
04 · Outcome
The outcome
The manufacturer gained a more consistent process for handling inquiries from capture through approved quotation.
Automated assignment and escalation improved accountability.
Standardized opportunity stages, approvals and commercial terms also helped strengthen control over the sales process.
Real-time dashboards gave teams better visibility into inquiries and opportunities.
