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Slimaco Who it’s for For B2B distribution and wholesale

Salespeople sell instead of checking stock, prices and discounts

Slimaco brings price lists, customer terms, complaints and receivables into one body of company knowledge. Agents prepare quotes, calculate complaint deadlines and send payment reminders, and sales and accounting approve.

wholesalers, distributors, sales agencies

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A salesperson sells for two hours a day. The rest of the time goes on checking stock and prices.

Sound familiar?

  • Every inquiry means checking stock, the price list, this customer’s discounts and delivery terms. In five places.
  • The customer’s discount was agreed by a salesperson who has since left. Nobody knows why it is what it is.
  • A salesperson sends an offer to a customer who has been waiting two weeks for a complaint to be resolved.
  • Payment reminders go out when someone in accounting finds the time.

What Slimaco takes over

  • An agent recognizes the inquiry in the mailbox, picks products, prices and discounts from the price list and the customer’s terms, and prepares a draft offer.
  • Before the offer goes out, it checks the customer’s open complaints and receivables and adds them to the summary.
  • Commercial agreements from emails go into company knowledge, so customer terms don’t leave with the salesperson.
  • Receivables reminders in a tone that fits the relationship, for accounting to approve.

To start: answering requests for quotation. We measure response time and the number of offers per salesperson.

Across the company

Slimaco also helps in your other departments

Companies often lose the most time outside their core process: in sales, customer service and invoicing.

tickets and complaintsCustomer serviceDeadlines follow the current procedure, not someone’s memory.See →receivables and reportsFinance and accountingReminders go out regularly, not when someone finds the time.See →growth without chaosManagement and ownersWe grow without hiring in proportion.See →months to work independentlyOnboarding new hiresThe new hire asks the system, not a senior colleague.See →

AI agents

Distributors usually start with these agents

Agents follow your company’s rules, in the apps you already use. Where it matters, they wait for a person to approve.

Scheduled · every hour · quotes inbox

Reply to a request for quotation

  1. Finds new inquiries in the mailbox and identifies the customer in HubSpot
  2. Selects products, prices and discounts based on the current price list and commercial terms
  3. Prepares a draft quote and reply to the customer
  4. Approval: The salesperson reviews and approves the quote before it is sent
ResultThe customer gets a reply faster, and the deal in CRM is filled in right away.
AppsGmailHubSpotGoogle Drive
Scheduled · every hour · complaints inbox

Complaints by the current procedure

  1. Identifies new tickets and checks whether they are complete
  2. Calculates the handling deadline based on the complaints procedure and the customer’s contract
  3. Creates a ticket in HubSpot and prepares a reply to the customer
  4. Approval: A customer service employee approves the reply before it is sent
ResultDeadlines are calculated by the procedure version in force, not by an employee’s memory.
AppsOutlookHubSpot
Scheduled · daily at 9:00 am

Payment reminders

  1. Checks the receivables sheet on OneDrive
  2. Selects overdue payments and checks the contact history with the customer
  3. Prepares reminders in a tone that fits the customer relationship
  4. Approval: Accounting approves every message
ResultReminders go out regularly, not when someone finds the time.
AppsOneDriveOutlook
See all automations

Works in the apps you already use

OutlookGmailHubSpotPipedriveOneDriveMicrosoft Teams over 1,000 integrations

See also

Similar situations in other companies

Story · 30-70 people“Kowalski goes skiing”See →RoleSalesThe quote goes out the same day, not when someone finds the time.See →

FAQ

Frequently asked questions

More answers in the knowledge base.

How does the agent know a specific customer’s discounts?
From the price list and commercial terms in company knowledge, and from agreements in emails that knowledge mining captures and a salesperson or manager approves.
Can a quote go out without a salesperson?
No. The agent prepares a draft quote, and the salesperson reviews and approves it before it is sent.
Will Slimaco connect to our ERP?
It depends on the system. Our examples use mailboxes, spreadsheets and the CRM. Some systems connect through the integration layer, and for others we agree the approach during the demo.
For what size of company?
Most often for companies of 10 to 300 people. You create accounts for the whole team with unlimited users.
Where do we start?
With replies to requests for quotation. That is where the time salespeople get back shows fastest.

Start for free

Try Slimaco on your own emails, documents and processes

In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.

  • No card and no commitment
  • An account with unlimited users for 7 days, with a pool of 5,000 AI credits
  • Activation within one business day
  • Help with the initial setup

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