Manufacturing · Sales & Revenue Operations

Samso Industry Demo · Updated May 2026

Sales & Revenue Operations for Manufacturing

Sales for an industrial supplier is RFQ-to-funded across OEM, distribution, and aftermarket - not B2B SaaS pipeline. Samso runs the prospect-to-booked motion across spec engineers, distributor channel managers, and direct OEM accounts on top of $148M revenue, $44M backlog, and a 24-SKU catalog.

Function KPIs · how the sales & revops org reads its own week

Pipeline coverage

2.6×

vs 3.0× targetRFQ velocity slowing in distribution

Win rate

34%

+4pp LTMAwarded / total quoted

Avg cycle (RFQ → booked)

84 d

−12 d LTMEngineering review compressed

OTIF

92.4%

vs 95% targetDistribution channel order spikes outpacing capacity

Quote-to-order pipeline waterfall - Q2 by stage

STAGE COUNTS · INDUSTRIAL DEALS · $ VALUE OVERLAY · MOCK DATA

050.5101152202DEALS442812$ VALUE · $MRFQ RECEIVEDENGINEERING REVIEWQUOTE SENTNEGOTIATIONAWARDEDBOOKED

Industrial pipeline

Open RFQs / deals (OEM · distribution · aftermarket)Stalled / on-hold (>30 d no movement)

Backlog + capacity

Backlog $44M (~4-mo coverage) tracked separately · feeds capacity planning

Twelve services · sized to manufacturing

Each tile is what Samso runs in this function for a manufacturing org.

01 · Service

Prospect Research Briefs

Pre-call briefs on every OEM prospect - incumbent suppliers, recent capex, plant footprint, and design-program timing - sales walks in informed.

Briefs / wk

24

Sales coverage

32 / 32

02 · Service

Personalized Proposal Generation

RFQ responses + spec packages drafted from sales intake + engineering library - turnaround drops from 7 days to 2 across 24 SKUs.

Proposals / mo

62

Days to draft

2

03 · Service

Pricing & Quote Automation

Material indices, capacity status, and OEM contract terms wired into the quote engine - pricing exceptions routed to ops + finance with audit trail.

Quotes / mo

184

Approval cycle

8 hr

04 · Service

Sales Deck Builds

Channel-specific decks (OEM-spec'd · distribution · aftermarket) built from master narrative - the deck the field rep actually presents.

Deck variants

6

Refresh

Quarterly

05 · Service

Discovery Call Prep Packs

One-page brief per OEM call - questions, hooks, application hypotheses, cross-sell angles to aftermarket - what lands the second meeting.

Packs / wk

24

→ 2nd meeting

62%

06 · Service

Call Transcripts to CRM Notes & Follow-ups

Field-rep call recordings summarized into CRM fields, next steps, and customer follow-up - same day, with spec attachments embedded.

Calls / wk

140

Auto-CRM coverage

94%

07 · Service

Pipeline Hygiene Reports

Weekly hygiene flags stale RFQs, missing engineering specs, expired pricing - currently flagging distribution channel at 2.0× coverage vs 3.0×.

Stale deals

18

Hygiene score

86%

08 · Service

Win/Loss Analysis Synthesis

Awarded + lost deals themed by competitor, lead time, and pricing - the input the pricing committee uses to retune by SKU each quarter.

Deals analyzed

62

Top loss reason

Lead time

09 · Service

Battle Card Generation

Live battle cards for the 6 in-segment competitors - refreshed from public spec sheets, distributor intel, and lost-deal patterns.

Cards live

6

Cadence

Bi-weekly

10 · Service

Territory & Account Segmentation

Tiered account plan by industry, deal size, and distribution mix - Tier-1 OEMs get the senior rep, Tier-3 get the inside-sales sequence.

Active prospects

1.2K

Reps

32 + 8

11 · Service

Commission Calculation Workbooks

Per-rep commission tied to bookings, mix, and aftermarket cross-sell - full audit trail for HR and finance, with split-credit math handled.

Reps in plan

40

Rule sets

4

12 · Service

QBR Deck Automation

Per-territory QBR decks assembled from bookings, pipeline, OTIF, and cross-sell metrics - what regional sales walks through every quarter.

QBRs / qtr

40

Days to draft

2

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly pipeline + RFQ review

Coverage, stage distribution, stalled RFQs, channel gaps - what the head of sales walks through with regional reps Monday morning.

Deliverable

Daily rep prep briefs

Pre-call briefs for every rep appointment on the calendar - incumbent supplier, recent capex, application angles - delivered by 7am.

Deliverable

Auto-CRM hygiene + transcripts

Field-rep call recordings summarized into CRM fields, next steps, and follow-ups - same day, with spec attachments embedded.

Deliverable

Quarterly win/loss + rep scorecards

62+ deals themed by competitor, lead time, and pricing - plus per-rep scorecards on bookings, mix, and aftermarket cross-sell.

Manufacturing · Sales & Revenue Operations

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