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Practical guides for inside-sales and operations leaders at distributors and manufacturers: how to quote faster, measure turnaround, automate order status and follow-up, and fund AI projects in Québec.
How to cut RFQ response time from 2 days to 2 hoursCut RFQ response time from two days to two hours: where the delay really hides, a step-by-step fix, and a worked example with the math shown.RFQ automation for distributors: a practical guideRFQ automation for distributors, explained plainly: what can be automated, what should stay human, how to choose an approach, and a worked example.How to automate quotes from email without losing controlAutomate quotes from email without losing control: let AI match lines, calculate prices in code, flag what is unclear and keep a rep approving every quote.ERP quote automation with Epicor, NetSuite, SAP Business One and AcumaticaERP quote automation with Epicor, NetSuite, SAP Business One and Acumatica, explained honestly: export-based price sheets, 6-hour refresh, custom options.Order status automation: answering "where's my order?" without tying up a repOrder status automation for distributors: answer 'where's my order?' emails from your order data, with tracking, without tying up an inside sales rep.AI for industrial distributors in Québec: where it pays off firstAI for industrial distributors in Québec: which workflows pay off first, a worked cost example, bilingual and Law 25 considerations, and funding.Quote follow-up: when and how to chase an open quoteQuote follow-up for distributors: the day 3 and day 7 cadence, what to write, when to stop, and a worked example of what silent open quotes can cost.The inside-sales labour shortage: what distributors can do nowThe inside-sales labour shortage in Québec distribution: what the vacancy data says, where rep time goes, and five practical steps to take now.Why every AI-drafted quote should be approved by a personWhy every AI-drafted quote should be approved by a person: what can go wrong, what a Canadian chatbot ruling showed, and how approval stays fast.Québec AI grants for manufacturers: preparing an IRIA or ESSOR applicationQuébec AI grants for manufacturers and distributors: how DEC's IRIA and Investissement Québec's ESSOR may apply, and how to prepare a clean application.Quote turnaround KPIs every distributor should trackQuote turnaround KPIs for distributors: formulas for response time, 24-hour rate, win rate and touch time, a worked example, and how to set up measurement.Quoting in French and English: what Québec buyers expectBilingual quoting in Québec: what the Charter of the French language and Bill 96 say about commercial documents, and how to quote in both languages.
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In 20 minutes, we look at your quote volume, response times and price sheet, and tell you plainly whether Merlin is a fit. No slides.
Example first year on Starter: $5,000 setup + $3,500 pilot + 11 months at $2,000 = $30,500, taxes extra. See the full cost breakdown