ConnectBY JBRH
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SOLUTIONS · DISTRIBUTION & WHOLESALE

Your dealer list is bigger than the people answering it. Connect closes that gap.

A distributor loses margin in the quiet places: the quote nobody chased, the stock question answered two days late, the account that stopped reordering and nobody noticed. Connect works that queue continuously — reading the enquiry, pulling up the account's history, answering on the channel the buyer used, and asking you before it commits to anything that costs you money.

Connect Your Business See how Connect works
  • Email, phone and WhatsApp on one record
  • Every price and promise behind an approval rule you set
  • Full transcript and audit trail for each action

One dealer enquiry, end to end

  1. Enquiry arrivesEmail, WhatsApp or a call to your line
  2. Account identifiedMatched to the dealer, not to a new contact
  3. History loadedLast order, open quote, price list, disputes
  4. Answer draftedFrom approved product and policy knowledge
  5. Rules checkedDiscount, credit and commitment limits
  6. Sent or heldWithin the rules it sends; outside them it asks
  7. Follow-up setThe chase is scheduled, not remembered
  8. Record updatedSo the next conversation starts informed

Every step above is a real action in the product, and every one of them is written to the dealer's record. The documentation names the screen each one lands on.

THE BUSINESS PROBLEM

Distribution does not lose deals loudly.

It loses them in the gap between an enquiry arriving and somebody getting to it — and in the follow-up that was always going to happen tomorrow.

The quote that was never chased

A quote goes out, the buyer goes quiet, and the person who sent it is already on the next order. Nobody decided to drop it; it simply had no owner after the send.

Pipeline that looks healthy and converts badly.

The stock question answered too late

"Do you have it, and when can I get it?" is a decision window, not a conversation. Answered next morning, the buyer has already asked somebody else.

Losing on response time, not on price.

The account that quietly stopped

A dealer who ordered monthly for two years orders nothing for four months. There is no alert for an absence, so nobody notices until the annual review.

Churn discovered long after it could be reversed.

The history that lives in one person's inbox

What was agreed on price, what went wrong on that shipment, who signs off — it exists, in a mailbox, on a phone, in somebody's memory. Not where the next person needs it.

Every handover starts the relationship again.

None of this is a discipline problem. It is arithmetic: a list of several hundred accounts generates more small, time-sensitive obligations than a small team can hold.

THE CONNECT WORKFLOW

One continuous chain, not ten disconnected tools.

Connect runs the same loop for every account on your list. You decide where it acts on its own and where it stops and asks.

  1. Prospect

    Your target: Connect starts from the trade, region and size you describe — not a bought list.YOUR TARGETDistributorsResearch: Connect researches actual businesses instead of generating a generic lead list.RESEARCHReal firmsMatched business: A candidate becomes a prospect only when it matches the profile you set.MATCHEDABC Industrial Supplies94%Evidence: Each prospect keeps the sources that show why the business was chosen.EVIDENCESite · listingReal channels: Only channels the business actually publishes are attached. Nothing is invented.CHANNELSEMAILWHATSAPPPersonalised opening: The first message names the real business rather than running a mail merge.“I noticed ABC supplies…”

    Hover, tap or tab any part.

    Research real businesses that fit the profile you describe — trade, region, size — with the evidence behind each one, and no invented contact details. The opening refers to the actual business, not a mail merge, and is sent from the mailbox and identity you connected.

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  2. Enquiry

    New enquiry: Mail, phone and WhatsApp arrive on one thread instead of four inboxes.NEW ENQUIRYsales@ · quotes@ · phone · WhatsAppDealer matched: The enquiry joins the dealer it belongs to instead of opening a duplicate contact.DEALER MATCHEDRavi Tradersexisting accountHistory loaded: Last order, open quotes, agreed terms and anything unresolved open with it.HISTORY LOADEDORDERSQUOTESTERMSDISPUTESReady to answer: The reply starts from what this account already agreed, not from a blank page.Ready to answer

    Hover, tap or tab any part.

    An enquiry lands on sales@, quotes@, the phone line or WhatsApp. It is matched to the dealer it belongs to rather than filed as a new contact, and opens with that account's history attached: last order, open quotes, agreed terms, unresolved disputes.

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  3. Product question

    Product question: Stock, pack size and lead time are the questions that arrive every day.PRODUCT QUESTION“Pack size? In stock?”Approved knowledge: Answers come from the product and policy knowledge you approved, and nowhere else.APPROVED KNOWLEDGECatalogue · policyyou signed offAnswer grounded: A covered question is answered from your own catalogue, with the source behind it.ANSWEREDGroundedin your dataMissing knowledge escalates: A question the knowledge does not cover escalates to you instead of being guessed.NOT COVEREDEscalatesto a personNo improvising: The boundary is the point: Connect would rather ask you than invent a lead time.NO IMPROVISINGUnknown is asked,never invented

    Hover, tap or tab any part.

    "Do you carry it, in what pack size, and when can I get it?" is answered from the product and policy knowledge you approved. If the knowledge does not cover the question, it escalates rather than improvises.

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  4. Qualification

    ACCOUNT RECORDVolume: Volume lands as a field on the company record, not a sentence inside an email.Volume40–60 drums / moCategory: What they actually buy decides which price list and which stock questions apply.CategoryLubricants · coolantsDecision maker: The person who signs off is recorded, so the follow-up goes to the name that matters.Decision makerRavi · PurchaseDelivery: Delivery point and rhythm are captured once and reused on every later quote.DeliveryWeekly · HyderabadTerms: Payment terms are agreed on the record, so a quote never contradicts them later.Terms30 days · against POQualified account: Five structured fields, not a thread someone has to read before they can quote.Qualified account5 / 5 captured

    Hover, tap or tab any part.

    Volumes, categories, delivery expectation, decision maker, payment terms — captured onto the company record as structured fields, not buried in a thread.

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  5. RFQ

    RFQ received: A request for pricing is recognised as one, wherever it arrives.RFQ RECEIVED3 lines · came in on WhatsAppITEMQTYWHENSAE 40 · 20L: A line is taken down as item, quantity and delivery, not as a paragraph.SAE 40 · 20L60Wk 12Grease EP2 · 18kg: Every line the buyer asked for is kept separately, so the quote answers all of them.Grease EP2 · 18kg24Wk 12Coolant · 210L: A missing quantity is asked for on the channel the buyer used, before pricing starts.Coolant · 210L—askedTerms: The terms the quote has to honour are recorded with the request.TERMS30 days · ex-worksReady to price: Pricing begins from what was actually requested, with the gaps filled in first.READY TO PRICENothing guessed

    Hover, tap or tab any part.

    A request for pricing is taken down with the specifics that decide it — lines, quantities, delivery point, terms — and anything missing is asked for on the channel the buyer used, so the quote is prepared from what was actually requested.

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  6. Quote

    Pricing rules: Each account tier prices against the rules you wrote for that tier.PRICING RULESTier B · max 12%Quote prepared: The quote is built from the RFQ lines and this account's agreed terms.QUOTE PREPARED₹4,86,000DISCOUNT APPLIEDYOUR LIMITDiscount against your limit: 8% off sits inside the 12% you allowed, so no one has to be asked.Within limit: Inside your rules the quote goes out without waiting for anyone.WITHIN LIMITSent to the buyerOutside limit: Outside them it stops and waits for you, with the number it would have sent.OUTSIDE LIMITWaits in Needs YouEither way: Approved or held, the request, the history and the price stay on one record.EITHER WAYRequest, history and number stay on the account

    Hover, tap or tab any part.

    Priced against the rules you set for that account tier. Inside the rules it goes out; outside them it waits for you in Needs You with the request, the history and the number it would have sent.

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  7. Follow-up

    Quote open: An open quote is a state the system holds, not a note in someone's head.QUOTE OPENSent 6 Mar · no reply yet₹4,86,000Day 2 — Nudge: The first nudge is already scheduled when the quote is sent, not decided later.Day 2NudgeDay 5 — Call: The next action carries its channel: this one is a call, not another email.Day 5CallDay 9 — Last ask: The sequence has an end, so a quiet buyer is not chased indefinitely.Day 9Last askScheduled queue: Follow-ups are a queue the system drains, not a memory test on a busy week.SCHEDULED QUEUE3 actions bookedFollowed up: Each completed chase is written back to the account, so nobody repeats it.Followed up · logged on the account

    Hover, tap or tab any part.

    Every open quote carries a scheduled next action. Chasing is a queue the system drains, not something a person has to remember on a busy week.

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  8. Order

    PIPELINEQUOTE: The quote this order came from stays attached to it.QUOTEAGREED: “Send the PO” is what moves the opportunity — nothing is typed twice.AGREEDORDER: The order sits where the conversation put it, on the day it was agreed.ORDERPONEXT: Delivery questions and changes arrive on the same record, not a new one.NEXTChanges tracked: A changed quantity or date is recorded against the order, not lost in a reply.CHANGES TRACKEDRecord updated: The account's value, stage and next step move with the order automatically.RECORD UPDATEDPipeline truth: Because the stage follows the thread, the forecast is what was actually said.Pipeline shows the conversation, not Friday's data entry

    Hover, tap or tab any part.

    The opportunity moves with the conversation, so the pipeline reflects what was actually said rather than what someone updated on Friday. Confirmations, changes and delivery questions stay on the record the quote came from.

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  9. Support

    Issue received: A short shipment or an invoice query arrives on the channel the buyer already uses.ISSUE RECEIVED“3 drums short on INV-4471”Order found: The invoice number resolves to the order, so nobody asks the buyer to resend it.ORDER FOUNDSO-1182 · 14 FebCase opened: It becomes a case against that account, with an owner and a state you can see.CASE OPENEDCS-209 · openResolved: The resolution is recorded where the next person will actually look for it.Resolved · credit note raised2 daysHistory kept: The case joins the quotes and orders above it, on one account history.HISTORY KEPTsame account

    Hover, tap or tab any part.

    Short shipments, damaged stock, invoice queries — handled as cases against the same account, with the order history already attached.

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  10. Repeat business

    ORDER HISTORYOrder history: What the account bought, and when, is the record the next conversation starts from.Account quiet: Unusual silence is a signal Connect raises, not something you notice in March.QUIET9 weeksno orderPattern detected: Reorder timing and seasonality are read from the account's own history.PATTERNReorders ~6 wksRe-engage: The approach is drafted from what you last agreed — and approved like any outbound.RE-ENGAGEUnder your rulesRepeat business: Year two opens with the terms of year one attached, so the loop never restarts.Repeat business, not a cold restart

    Hover, tap or tab any part.

    Reorder timing, seasonal patterns and unusual silence become the reason for the next conversation. You can ask Connect which accounts have gone quiet, and a reactivation approach is prepared from what you last agreed and what they last bought — under the same approval rules as any other outbound message.

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The loop does not restart between stages, and it does not restart between years. A support case in month nine still has the qualification call from month one attached to it, and a reactivation message in year two opens with the terms agreed in year one.

EMAIL · PHONE · WHATSAPP

Buyers choose the channel. The record does not change.

A dealer who emails the office, calls the mobile and messages on WhatsApp is one relationship. Connect treats it as one.

Email

Your real mailboxes — sales@, quotes@, orders@, the branch addresses — connected and routed by business identity. Threads are read, understood and replied to in context, and the full conversation lands on the account record whichever address it arrived at.

  • Role mailboxes like sales@ and quotes@, each with its own owner and routing
  • Replies grounded in approved product and policy knowledge
  • Drafts held for approval when your rules say so
  • Send evidence kept for every message that leaves

Phone

Inbound and outbound calls on a real-time voice layer, with transcript and summary written back to the same account the emails belong to.

  • Answers inbound calls and places outbound follow-up calls
  • Interruptible conversation, not a menu tree
  • Transcript and summary attached to the relationship
  • A person can listen in and take over a live call

WhatsApp

The channel most trade buyers actually use. Inbound messages and replies run through the same rules, the same knowledge and the same approval gate as email.

  • Inbound messages land on the dealer's record
  • Replies obey the same autonomy policy as every other channel
  • STOP and START are honoured as consent on that route
  • No scraped WhatsApp Web session anywhere in the product

Which channels are live for you depends on the accounts and provider numbers you connect during setup. SMS sending and call recording depend on the carrier and are confirmed, not assumed, in your pilot.

RELATIONSHIP MEMORY

The reason the second conversation is better than the first.

Most tools store messages. Connect keeps the account: what was agreed, what went wrong, who decides, and what happens next.

What a dealer record holds

  • IdentityOne company, its people, and every address, number and handle that reached you
  • CommercialsAgreed terms, tier, open quotes and the opportunities in play
  • HistoryOrders, conversations and calls on one timeline, across every channel
  • FrictionPast disputes, short shipments and the resolution each one got
  • StageWhere this relationship actually is, from first contact to long-term supply
  • Next actionThe scheduled obligation, with an owner and a date
  • A reply refers to the last order and the last complaint because both are on the record it reads.
  • Duplicate contacts created by three channels are merged into one company, not left to multiply.
  • A person joining your team inherits the relationship instead of starting it over.
  • When an account goes unusually quiet, the absence is visible rather than invisible.

RULES · PERMISSIONS · APPROVALS

It works for you, so it works within what you allow.

Autonomy is a setting, not a personality. You choose it per workspace and you can change it the moment something feels wrong.

Draft only

Connect prepares everything and sends nothing. Useful for the first weeks, when you are still calibrating tone and content.

Review and act

Routine replies go out; anything consequential stops in Needs You with the full context attached.

Autonomous within rules

It acts on its own inside the boundary you defined, and escalates the moment a request touches the edge of it.

What a distributor typically gates

  • Any discount past the tier the account is on
  • Credit terms, extended payment and anything that changes exposure
  • Commitments on delivery dates the warehouse has not confirmed
  • Claims about stock that is not in the approved knowledge
  • A first quote to an account you have never traded with

Every action Connect takes is recorded — what it did, on whose authority, and the evidence it used. An approval is a decision with a name on it, not a silent automation.

BEFORE VS WITH CONNECT

The same week, run two ways.

Nothing here is a claim about results. It is a description of where the work moves.

A stock enquiry at 9pm

Today

Sits until morning. The buyer asks two other suppliers in the meantime.

With Connect

Answered from approved knowledge within minutes, on the channel it arrived on.

A quote sent on Tuesday

Today

Chased if somebody remembers, which depends on how the week went.

With Connect

Carries a scheduled follow-up from the moment it is sent, until it is won, lost or withdrawn.

A dealer who has gone quiet

Today

Noticed at the quarterly review, if at all.

With Connect

A break in an established ordering pattern is a visible signal with a next action against it.

Salesperson leaves

Today

Their mailbox holds the relationship. The handover is a folder and a conversation.

With Connect

The relationship is on the record, with history, agreements and open obligations intact.

A complaint about a short shipment

Today

Re-explained by the customer from the beginning to whoever picks it up.

With Connect

Opened as a case against an account that already has the order, the thread and the call attached.

Answering after hours and on holidays

Today

An auto-reply that says somebody will be in touch.

With Connect

A real answer inside your rules, with anything consequential queued for you by name.

BUSINESS OUTCOMES

What actually changes, and how you would prove it.

Connect does not come with a number attached. These are the effects to measure against your own baseline during a pilot.

Faster first response

Enquiries are answered when they arrive rather than when someone reaches them, including outside working hours.

How you would measure it: Median time from enquiry received to first substantive reply, by channel, before and during the pilot.

Fewer quotes left to die

Every quote carries a scheduled chase, so the follow-up rate stops depending on how busy the week was.

How you would measure it: Share of open quotes with at least one follow-up inside seven days.

Coverage of the long tail

The accounts too small to justify a weekly call still get contacted, because contacting them costs no one an hour.

How you would measure it: Number of distinct accounts that had a real conversation this month.

Continuity when people change

The relationship survives holidays, illness and resignation because it is not stored in a mailbox.

How you would measure it: Time to bring a new team member to full handling on an existing account.

Every one of these is measurable from the record Connect writes. If a pilot does not move them for your business, that is a finding, and we would rather you found it in four weeks than after a year.

DEPLOYMENT

Live on real work in your first week — deliberately narrow.

A pilot that starts with everything is a pilot nobody can judge. This starts with one mailbox and one set of rules.

  1. 1Day 1

    Connect your channels

    One mailbox, your business identity and — if you are using them — the phone line and WhatsApp number. Nothing is scraped and no password is shared.

  2. 2Day 1–3

    Load what is true

    Product range, price structure, delivery terms, the answers you already send every week. This is the knowledge Connect is allowed to speak from.

  3. 3Day 3

    Set the boundary

    Autonomy mode, discount and credit limits, and the list of things that must always come to a person. Most distributors start in Draft only.

  4. 4Week 1

    Run in draft

    Connect prepares every reply and sends none. You read them, correct the ones that are wrong, and see exactly how it would have handled your week.

  5. 5Week 2–4

    Release step by step

    Turn on sending for the categories you are confident about, keeping pricing and commitments behind approval. Widen only where the drafts were already right.

  6. 6End of pilot

    Review against the baseline

    Response times, follow-up coverage and accounts touched, measured against the numbers you started with — then a decision either way.

Existing email continues to work throughout. Connect joins your mailbox; it does not replace it, and you can return to handling a thread yourself at any point.

TRUST & LIMITATIONS

What we will stand behind, and what we will not say.

A supplier that oversells to you now is a supplier that will oversell to your customers later.

What holds

  • Answers are grounded in the knowledge you approved; a question outside it escalates instead of being improvised.
  • Every outbound action leaves an audit record: what was sent, under which rule, and with what evidence.
  • Your mailboxes stay yours — connected with your consent through the provider's own authorisation, and disconnectable at any time.
  • Workspace data is isolated per business, and the Trust Centre documents retention, data rights and security.
  • You can move any account back to a person, mid-conversation, without losing the history.

What we will not claim

  • No guaranteed revenue, conversion or savings figures. We do not have a benchmark that would honestly apply to your business.
  • No published customer names, logos or testimonials that we have not earned.
  • We do not integrate with your ERP or accounting system unless that is agreed separately. Connect knows the conversations, quotes and records it holds; an ordering pattern that lives only in your ERP is not visible to it.
  • Channel availability depends on the accounts and provider numbers you connect. SMS sending and call recording are carrier-dependent and confirmed in setup, not promised here.
  • Connect writes and speaks well; it does not know anything you have not given it. Thin knowledge produces thin answers.
  • Integration with a specific ERP or external CRM is a scoping question, not an assumed feature.

QUESTIONS

The things distributors actually ask first.

Will it quote the wrong price?

It quotes inside the rules you set, and stops outside them. If an account asks for a discount past its tier, the draft waits in Needs You with the request, the account history and the number it would have sent. Pricing authority is a setting, and most businesses keep it with a person for the whole pilot.

Our buyers use WhatsApp for everything. Does that actually work?

Inbound WhatsApp and replies run through the same record, rules and approvals as email, and your business keeps using the WhatsApp Business app. The number you use is connected during setup; what is live for you is confirmed there rather than assumed here.

Do we have to move off our current email?

No. Connect joins the mailboxes you already use, with the provider's own authorisation. Your team keeps working in the same inbox, and a thread can be taken over by a person at any moment.

We have dealers who stopped ordering. Can Connect restart them?

It can run the reactivation, with the relationship in front of it: what they last bought, what was agreed and what went wrong last time. Connect works from the conversations and records it holds — you can ask it which accounts have gone quiet — and a reactivation message passes the same approval rule as any other outbound. An ordering gap that exists only in your ERP is a list you point it at, not an alarm it raises.

What happens when it does not know the answer?

It escalates. Questions that need knowledge you have not approved, a promise you have not authorised, or a decision above its permission level go to Needs You with the context attached. It does not guess about your stock, your lead times or your terms.

How long before we can tell whether it is working?

The draft-only week tells you about quality — you read what it would have sent. Response time and follow-up coverage move in the first weeks after sending is enabled. Anything about revenue takes a full sales cycle for your category, and we will say that rather than promise otherwise.

What does it cost?

There is no public price list. Commercial terms follow JBRH-approved commercial configurations based on the channels, volume and scope you actually need — the pricing page explains what drives the number and how in-policy pricing or owner review is produced.

START HERE

Run it against one real mailbox for four weeks.

A pilot is your accounts, your price rules and your approval boundaries — not a scripted demonstration. You will know inside a week whether the drafts are good enough to trust.

Connect Your Business Start a Connect Pilot
  • One mailbox, one week in draft only — no sending until you say so
  • Your own baseline numbers to judge it against
  • No payment details to begin, and no obligation at the end