Pre-bid intelligence platform
A national distributor
A distributor was quoting large contracts blind. We layered route optimization and pre-bid intelligence over their legacy ERP and CRM so estimators price with real cost and capacity data.
The challenge
Where it started
Estimators built quotes in spreadsheets, guessing at route cost and warehouse capacity. The numbers they needed lived in Epicor and the CRM, but nobody could pull them fast enough to matter during a live bid. Margins were thin and inconsistent.
The approach
How we built it
- 01
Integrate the legacy stack
We built a read layer over Epicor and Salesforce — no rip-and-replace — so live inventory, cost, and account history feed the tool without disrupting operations.
- 02
Optimize the route
A routing engine models delivery cost and capacity per bid, turning a guess into a number estimators can defend.
- 03
Score the bid
Every quote gets a live intelligence panel: margin at this price, capacity to fulfill, and history with the account — surfaced in under two seconds.
The outcome
What changed
Estimators price with real data instead of instinct. The intelligence panel flags thin-margin bids before they go out and highlights the ones worth chasing. Win rate climbed while margins held — because the team stopped guessing.
“We used to find out if a bid was profitable after we won it. Now we know before we send it.”
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