Reshape Sales

AI inside sales for distributors and OEMs.

An expert on every product you sell, available 24/7 and in your customer’s language. It answers buyers on your website or online store, quotes with real pricing and a real BOM, suggests cross-sells and upsells when they fit, and captures the lead in your CRM.

What it does
  • RFP/RFQ Intake
  • BOM Generation
  • Pricing Logic
  • Proposal Generation
Systems touched
  • Website
  • Email
  • ERP
  • CRM
Shortens proposal cycles
80%

What it handles, and what stays with your people.

Reshape Sales handles

The work with a right answer in your systems or your manufacturers’ documents.

  • Quotes and BOMs. Multi-line BOMs, compatibility checked, priced by your rules and sent as a quote.
  • Cross-sell and upsell. Alternates, substitutes and related products, suggested when they fit the order.
  • Quote follow-up. Reminders on open quotes, and an order when the customer accepts.
  • Account prep. Renewal and blanket-order reminders, and meeting briefs from order history.
  • Supplier paperwork. Special pricing requests and project registrations, drafted and tracked.
  • CRM upkeep. Pipeline, opportunities and activity, logged from email, quotes and orders.
  • Prospecting groundwork. Target lists, account research, first-touch drafts.

60%of an inside sales rep’s task time. From a role-by-role task breakdown. A measure of what the agent can take on, not a customer result.

Your team keeps

The work that needs a person.

  • Margin, discount and competitive pricing calls
  • Relationship check-ins and forecasting conversations
  • Negotiating when the customer pushes back
  • Prospecting calls
  • Recommendations that carry risk for the customer
  • At-risk accounts and pricing exceptions

TALK TO US

Give us your twenty hardest questions.

We’ll demo on your SKUs, run your evals, and cite every answer.

  • Real Examples
  • Working Demo
  • Your Data

Be the team that defends every answer and ships AI in months, not years.

Schedule a meeting