SUITE 03 · COMMERCIAL

Quote fast. Sell with margin. Close with the plant.

CRM, parametric quoter, and orders connected to the floor — sales quotes what the plant can produce at the cost finance can approve.

Opportunity CRM Parametric quoter Orders & Drum
CLIENT IMPACT

What happens when sales and plant speak the same language.

Figures backed by studies from McKinsey, Aberdeen Group, and Salesforce on industrial B2B sales and CPQ.

SPEED10×Faster quote generation with CPQ
WIN RATE+26ppQuota attainment in teams with CPQ vs. without CPQ
MARGIN15-25%EBITDA increase with a data-driven commercial engine
ACCURACY−40%Human errors in quoting eliminated with CPQ
THREE MODULES

From first contact to signed PO, without leaving SyncBox.

CRM, quoter, and orders share the customer, the technical spec, and the live plant status. Sales never promises what can't be delivered.

01

A live pipeline that the sales manager actually uses.

Opportunities, contacts, and accounts connected to the order, the quote, and the production history. No duplicating data between HubSpot and the ERP.

  • Pipeline by stage and rep. Drag-and-drop, filters by customer, industry, product. Notes and files per opportunity.
  • 360-degree customer history. Past quotes, produced orders, payment timelines, and delivered quality — all together.
Pipeline · Q2EN VIVO
Nuevos 32
Colanta · Línea 3$18M
Kent Supply$4.2M
Bioplásticos SA$8.8M
Cotizando 41
Envases$32M
Panal Alimentos$14M
Moldpet · Contrato$22M
Negociando 32
Elgen · Renovación$48M
Ojara Packaging$6.5M
Cerrados 24
Interplast · Q2 $28M✓ GANADO
Pipeline total $284MWin rate 38%Margen prom. 22.4%
02

Quotes in minutes, with the margin finance approves.

Product rules, raw-material tree, machine times, and markup — all parametrized. Sales picks options and the system calculates the final price.

  • Parametric engine. Material, weight, color, finish, quantity — each variable changes the cost. No magic Excel.
  • Costing with real data. Current purchase prices from Supply Chain plus actual production times from Operations.
  • Live margin. See gross contribution, indirect costs, and final margin while quoting. No surprises at close.
  • Professional PDF + signature. Branded template, email delivery, digital customer signature.
COT-4821AUTO-COSTO
Material
HDPEPPPET
Peso pieza
22g28g34g
Cantidad
45.000 und
Materia prima$ 6.240.000
Tiempo máquina$ 2.410.000
Indirectos 18%$ 1.920.000
Costo total$ 12.580.000
24.1% margen bruto$ 16.580.000
03

Orders that go straight into the production drum.

The signed PO triggers a production order synchronized with Operations. Customer, sales, and plant see the same status in real time.

  • Order to production, automatic. The production order is created, material is reserved, and scheduling is set against available capacity.
  • Shared tracking. The customer sees lot progress, sales sees real dates, plant sees priority.
  • Measurable after-sales. Surveys, complaints, and NPS per customer. Feeds future quotes.
OC-7291EN PLANTA
OC firmada
12 feb
Material
13 feb
En producción
68% · hoy
QC
est. 14 mar
Despacho
est. 14 mar
LoteUnid.Máq.AvanceETA
L-7291-A15.000INY-03100%Listo
L-7291-B15.000INY-0362%Hoy 16:30
L-7291-C15.000INY-0514 mar
FAQ

Frequently Asked Questions about Commercial Suite

We build a real quote for your product, live.

We load a case from your plant into SyncBox and show you how it goes from lead to signed PO without leaving the system.

Request demo