Turtle: quoting automation
57%as reported in the source
Inside sales routes stock orders and quotes through an AI order-entry/quoting tool that reads messy inputs and matches items, freeing reps for complex non-stock quotes and account growth.
Industry: Electrical & industrial MRO distribution
Tools named: Canals (integrated with Infor SX.e)
Reported results (as quoted): SVP Digital Ops: "Right now, 57% of Canals transactions turn into orders, when our average is closer to 20%." Vendor headline: "2.8x hit rate"
Note: Hit rate compares Canals-processed quotes to the all-orders average, so selection bias is possible.
Source
Company: Turtle · Vendor case study · https://www.canals.ai/case-studies/turtle-grows-top-bottom-lines
Related use cases
- Salesforce Revenue Cloud (CPQ): Create and modify quotes with Agentforce · Salesforce Revenue Cloud (CPQ)
- Salesforce Revenue Cloud (CPQ): Route discounts through automatic approval chains · Salesforce Revenue Cloud (CPQ)
- Salesforce Revenue Cloud (CPQ): Configure complex product bundles correctly · Salesforce Revenue Cloud (CPQ)
- Conga CPQ: Configure complex products with rules · Conga CPQ
- Conga CPQ: Get configuration and pricing recommendations · Conga CPQ
- Conga CPQ: Validate quotes in real time · Conga CPQ
- Zilliant: Give reps real-time pricing guidance · Zilliant
- Vendavo: Show reps the target price range for each deal · Vendavo
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