WorkbenchNorthcott Fluid Power
Northcott Fluid Power · inside sales
Deployment workbench for FDEs and partners. Customise the pack, build the client's data, formulas and connections, then deploy.
Ready to deploy?
6 of 8 donePack uploaded
industrial-inside-sales 2.0
Pack customised for Northcott
14 changes: 2 situations added, 5 edited, tone and rules set
Data loaded
214 products, 1,120 prices, 186 customers, 402 contacts, 9 team
Formulas registered
3 formulas, each callable by name
Connections healthy
Quoting and demand planning not built yet; marked optional
Coordinator configured
Sage, with Northcott's escalation rules
Test run passed
48 simulated conversations, 6 situations
Client sign-off
Sent to Chris Jackson, 29 Sep
Data
| What | Rows | Status | From | |
|---|---|---|---|---|
| Products | 214 | Loaded | ERP, nightly | |
| Prices | 1,120 | 3 problems | ERP, nightly | |
| Customers | 186 | Loaded | CRM, hourly | |
| Contacts | 402 | Loaded | CRM, hourly | |
| Team | 9 | Loaded | CSV, 26 Sep |
Formulas
Quantity breaksprice.quantity_break
Version 3 · deployed 22 Sep
Made-to-length pricingprice.made_to_length
Version 2 · deployed 22 Sep
Lead-time calculatorleadtime.estimate
Version 1 · deployed 18 Sep
Connections
CRM · demo CRM adapterHealthy
Orders · ERP adapterHealthy
Inventory · ERP adapterHealthy
QuotingNot built
Demand and purchasingNot built
Credentials go straight to Secret Manager. No one sees them after they are saved.
Tenant
Northcott Group1 company · 1 deployment
Workers and instance limitsMorgan 3 · Riley 3 · Avery 2 · Quinn 1 · Jordan 3 · Sage 1