Systems for Industrial Distributors
Industrial supply companies earn their income through high-volume SKU movement and recurring procurement contracts for maintenance, repair, and operations. Profit leaks usually occur in manual quote generation for specialized parts, slow response times to stock checks, and failed follow-ups on expiring supply agreements.
B2B & Industrial
How the business actually works
Inquiry
A purchasing manager or engineer submits a request for specific parts or bulk consumables.
Technical Sourcing
The team verifies stock levels, lead times, and technical specifications for the requested items.
Quote Issuance
A formal quote is sent including shipping logistics and net-terms for the procurement department.
Fulfillment
The warehouse picks, packs, and ships the order while providing real-time tracking to the site manager.
Account Management
Regular check-ins ensure consumable stock levels are maintained and equipment is performing as expected.
Renewal
Existing supply contracts and standing orders are reviewed and updated for the new fiscal period.
Where it leaks
Bids for specialized industrial equipment often sit in limbo because the buyer is waiting for technical documentation or internal approval. Without automated nudges, these high-value orders are frequently lost to competitors who follow up faster.
Sales staff spend hours manually emailing safety data sheets and spec diagrams to engineers. This administrative friction slows down the sales cycle and keeps your most expensive staff performing clerical tasks.
Maintenance and repair contracts often lapse simply because no one notified the client sixty days in advance. This lead to a sudden loss of recurring revenue and gives the client a reason to shop around.
Requests for quotes coming through the website after hours often go unanswered until the next business day. In the industrial sector, procurement officers usually move to the next vendor on their list if they do not receive an immediate confirmation.
When multiple departments at a single plant order from you, the lack of a unified account view causes confusion. Inconsistent pricing or redundant communications make the supply company appear disorganized.
What LATTICE can build
Configure the system to instantly text or email technical drawings and safety data sheets when a specific SKU is mentioned in a chat or form.
Automate notifications for both your team and the client when a blanket purchase order or service agreement is nearing its expiration date.
Deploy a series of professional reminders to procurement officers who have received a quote but have not yet issued a purchase order.
An AI-driven chat and phone system that can handle common questions about stock availability, lead times, and order status around the clock.
Automatically send gentle reminders to accounts payable departments as they approach the end of their net-30 or net-60 windows.
Group individual contacts under a single corporate entity to track all interactions across different departments and job sites.
Identify accounts that have not placed a stock order in a specific period and trigger a personalized reach-out from the account manager.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Our system centralizes all communication, so even if a client calls, your team can log the details into the unified dashboard. The AI receptionist can also take detailed messages or answer basic stock questions, ensuring no request is missed during peak hours.
Yes, you can tag contacts by their specific industry, such as food processing or aerospace. This allows you to send targeted updates, such as new compliance standards or specialized product launches, only to the relevant accounts.
LATTICE is designed to handle the relationship and communication layer that ERPs often lack. We focus on lead capture, quote follow-up, and proactive account management to ensure your ERP actually has orders to process.
The platform allows for document storage and automated delivery. You can link specific files to automated responses so that your customers get the technical data they need without manual intervention from your engineers.
For high-ticket industrial equipment, the system maintains engagement through automated educational content and check-ins. It ensures your company remains top-of-mind during the months-long capital expenditure approval process.