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For B2B manufacturers working with a dealer, distributor, or partner network, operational efficiency is a constant challenge. Quoting takes too long, onboarding new partners becomes unsustainable, and visibility across the sales funnel is limited. These issues slow you down and cost you deals.
Here are practical steps to optimise your dealer operations and build a scalable, repeatable process that supports growth instead of creating more work.
The problem
If your distributors still rely on phone calls, emails, or spreadsheets to request a quote, you're not alone. Many manufacturers still handle quotes manually — calculating prices, checking conditions, and applying discounts from complex price lists. It's slow, inconsistent, and error-prone.
What to do instead
Start by digitising your quote process with a centralised system. A dealer quotation tool automates calculations based on product configurations, regional pricing, and discount structures. This reduces errors and accelerates the entire process.
Why it matters
Faster, more accurate quoting means higher conversion rates. Distributors will favor suppliers who are easier to work with—and who get them quotes quickly. You also reduce admin load on your sales team, freeing them up for higher-value tasks.
Lubecore, a global manufacturer of lubrication systems, replaced their manual quoting process with an application built on the Triggre platform. Dealers can now generate quotes independently, with pricing calculated automatically based on region and currency. The result: 1,500+ accurate quotes per year from 80+ dealers, and faster sales cycles across the board.
The problem
When every new distributor adds more manual work — emails, support calls, and onboarding sessions — it’s hard to scale. Processes vary, information gets lost, and new partners can feel unsupported.
What to do instead
Give partners a self-service portal where they can manage their own quotes, access product info, and place orders independently. Automate the onboarding process with guided workflows, training materials, and access to real-time support if needed.
Why it matters
A self-service approach reduces internal workload and enables you to onboard more partners without extra headcount. Distributors also get what they need faster, making it easier for them to do business with you.
The problem
If quotes are scattered across inboxes, Excel sheets, and shared drives, it’s nearly impossible to get a clear view of what’s happening. You can’t track quote status, distributor performance, or conversion rates. Updates to pricing or products often lead to miscommunication and outdated quotes in circulation.
What to do instead
Centralise all quoting activity in one platform. This includes version-controlled product data, pricing rules, contract-specific terms, and distributor profiles. Use dashboards to monitor pipeline activity and performance in real time.
Why it matters
A single source of truth helps you spot opportunities and bottlenecks. When pricing or products change, updates can be rolled out instantly and consistently. No more conflicting information, and better control over your sales operations.
Optimising dealer operations doesn’t have to mean a full system overhaul. Often, the biggest gains come from addressing a few key friction points — quoting, onboarding, and visibility — which can be combined in one tool tailored to your process. By reducing manual effort and giving distributors the tools to work more independently, manufacturers can create a more consistent, scalable, and responsive network.
Whether you’re working with ten partners or a hundred, the goal is the same: make it easier to do business together. That’s what drives real growth, not just more activity, but better outcomes across your entire channel.
