SalesDiary Project Quote-to-Order Control Platform helps construction-material and electrical companies manage project quotations, special price approvals, distributor support pricing, order execution, POD validation and claim settlement on one connected platform.
In construction-material and electrical industries, large B2B project sales do not move like regular beat sales. Every project involves multiple stakeholders, technical specifications, influencers, competitor price pressure, special pricing, distributor fulfilment and post-supply claims.
Most teams track leads and quotes. But revenue is often lost between quotation, approval, supply, proof of delivery and claim settlement.
Teams do not always know which projects are active, stuck, quoted, won, lost or supplied.
Competitor prices and schemes are captured in calls, WhatsApp messages or memory — not in a structured system.
Project deals often need special pricing, but approvals move slowly without full commercial context.
Distributor support price and claims are difficult to validate without linking quote, order, invoice and POD.
Leads are assigned late, site visits are missed, influencers are not mapped, and lost projects are not properly analyzed.
Project revenue needs a control tower, not just a CRM.
SalesDiary connects project sales execution, special price approval, distributor support price and POD-based claim settlement into one governed lifecycle. From project discovery to credit note settlement, every stage is tracked, validated and visible to the right team.
SalesDiary Project Q2O is designed for companies that sell through projects, distributors, contractors, influencers and special price approvals.
Manage project quotations, dealer supply, plumber/contractor influence and POD-based support claims.
Track project opportunities, contractors, consultants, special pricing and distributor fulfilment.
Capture site visits, influencer engagement, specifications, samples and project quotes.
Control project pricing, approval workflows, distributor supply and claims.
Manage architects, consultants, contractors, project quotes and order execution.
Create and track project leads from field teams, dealers, distributors, architects, contractors, digital enquiries, external project databases and internal referrals.
In project sales, brand preference is often shaped before the quotation stage. SalesDiary helps your team track specifications, technical approvals, samples, mock-ups and influencer engagement.
Capture competitor brand, price, scheme, delivery promise and payment terms directly from the project site. Give managers the context needed to approve the right price at the right time.
Generate project quotations with product baskets, special price requests, approval routing and full commercial context. Approvers can review competitor price, quote value, support requested and margin impact before approving.
Project deals often require the distributor to bill the customer at an approved project rate while receiving company support separately. SalesDiary manages this clearly through distributor support price and claim eligibility.
Winning the project is only one step. SalesDiary gives visibility into distributor order acceptance, supply confirmation, partial supply, pending dispatches and supply ageing.
Distributor claims are validated against approved quantity, invoiced quantity and POD/delivered quantity. This ensures claims are paid only for eligible supplied material.
Leadership gets a live command centre across project pipeline, quote conversion, approval delays, competitor impact, influencer contribution, distributor supply and claim ageing.
SalesDiary detects project revenue leakage before it becomes permanent loss — flagging every stalled stage across the lifecycle.
SalesDiary AI helps teams prioritize action by identifying high-risk projects, delayed approvals, competitor pressure, missing influencers and claim anomalies.
Traditional CRM systems track leads and opportunities. CPQ tools manage pricing and quotation. Distributor systems track orders. Finance systems handle claims. SalesDiary connects all of these into one project-specific execution flow.
| Generic CRM / CPQ | SalesDiary Project Q2O Control |
|---|---|
| Tracks leads and accounts | Tracks full project lifecycle |
| Basic quote approval | Special price approval with commercial context |
| Limited field visibility | Mobile-first site visits and GPS tracking |
| Contacts stored as records | Persona and influencer decision network |
| Competitor data in remarks | Structured competitor price intelligence |
| Order handoff only | Distributor fulfilment visibility |
| Claims handled separately | POD-based support claim validation |
| Static dashboards | Lifecycle analytics and missed opportunity alerts |
SalesDiary turns project sales from a follow-up process into a governed revenue execution system.
A field executive identifies a residential project where a competitor has already quoted. The executive captures site details, maps the contractor and purchase manager, records competitor price, raises a project quotation with special price support and submits it for approval.
Once approved, the distributor supplies material at the project rate, uploads invoice and POD, and submits a support claim. SalesDiary validates the claim against approved, invoiced and delivered quantity before approval and settlement.
Sales, commercial, distributor and finance teams work from one version of the truth.
SalesDiary can integrate with enterprise systems to complete the project sales loop.
See how SalesDiary can help your project sales team capture opportunities, govern special prices, track distributor supply and validate claims against POD.