
Inconsistent Quoting: How Change Orders Quietly Drain Profitability
CRM Advice, Workflows
Many manufacturing companies struggle with deals that look profitable on paper but barely break even once the order is complete. The issue often comes down to one root cause: inconsistent quoting practices and unmanaged change orders.
When…

Workflow: What Does it Really Mean?
Automation, CRM Advice, Workflows
The word “workflow” gets used often, but many businesses do not fully understand what it actually means. At its core, workflow is about automation: when one action occurs, the system triggers the next step.
Simple in theory. In practice,…