Quantevo rebuilt the entire quote process around Salesforce. The website form stayed, but the routing behind it was replaced. New requests no longer go to the inbox, but straight into Salesforce. There the workflow checks whether it’s an existing or new customer, links the request to the right account, and processes the data into a standardized quote template. Formatting by hand in Canva is a thing of the past.
After sending, the team gets a Slack notification with the key details and a direct link to Salesforce. Follow-up runs automatically: a first reminder after two days, a second after five, and the sequence stops as soon as the customer replies. For large or strategic requests the team gets a separate alert, so an employee can reach out personally. Automation where it can, human attention where it counts.