The Distribuidora Omega sales team was losing over 3 hours a day processing quotes in Excel. With an automation implemented in 5 business days, the same process now takes 5 minutes โ zero errors, no human intervention.
The challenge
Distribuidora Omega manages a catalog of over 800 products with prices that change weekly based on supplier updates. When a customer requested a quote, the process was always the same: search for the price in an Excel file, copy products one by one, calculate discounts manually, create the PDF in Word, and email it.
The result: quotes that took between 2 and 4 hours to reach the customer. Frequent pricing errors that caused rework and friction. And a sales team stuck in administrative tasks instead of closing deals.
Key problems identified:
The solution
We designed and implemented an automated workflow that connects the customer's request form with an up-to-date price catalog in Google Sheets, automatically generates the quote PDF, and sends it to the customer by email and WhatsApp โ all without the sales team touching anything.
How the workflow runs
The results
Before Simplia
After Simplia
"We used to spend 3 hours processing quotes manually. With Simplia it takes 5 minutes โ and zero errors. The team now has time for what actually matters: selling."
Roberto M.
Commercial Director ยท Distribuidora Omega, Guadalajara
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