Start with one workflow.
Connect what matters.
Begin with approved examples. Agree the information, rules and responsibilities. Add connections and authority when the results justify them.
Value at each step. Your team decides what comes next.
Review past RFQs
Start with a permitted set of examples, product rules, evidence and prices. Compare quality and total effort with the current workflow. Agree the review date after prerequisites are ready.
Draft with read-only access
Scope and validate any required source connection. Map fields, establish freshness, test information boundaries and have your team review outputs.
Work in a chosen channel
If justified, connect a bounded inbox workflow. Agree who owns the customer, when Val may respond, handoffs, training and support.
Add approved actions
Validate ERP writeback or routine sending separately. Agree exact authority, approvals, stopping behavior and recovery before enabling them.
Clear timing. Shared responsibilities.
A clear plan from the start
Agree your first review date at kickoff. The plan covers the information you provide, access approvals, setup and time with your reviewers. Each connection has its own schedule.
Agree the work together
Name a workflow lead, technical reviewer, business owner and IT owner where needed. Agree customer effort, Saleschase responsibilities, any fees, training and support before starting.
Connect what the job needs.
Files and exports
Start with approved RFQs, product information, prices and commercial rules. Review any missing information together.
Email, ERP and CRM
Start with the systems your workflow needs. Agree access, field mapping and the checks for each connection before using it.
Services and AI buyers
Capacity, credentials, scope and acceptance need their own controls. Validate interfaces with each participating system.
Do we need clean data to start?
Begin with an agreed sample. Missing or conflicting prices, rules and supporting information become part of the review. Some gaps may need resolution before useful evaluation or connected use.
Who supports the workflow?
A scoped plan should name owners, escalation routes and support coverage. Agree those arrangements before the work begins.
How are costs agreed?
Separate initial review, connection work and ongoing operations. Scope, effort and commercial terms are agreed before starting.