Case study

Carbon8: connected sales data and automated the follow-up that was falling through the cracks

DataAutomation

The situation

Carbon8 is a high-end commercial printer in Sydney with a busy quoting operation and customer data spread across quoting, production, and marketing systems. Follow-up depended on whoever had a spare moment, which in a busy print business is nobody.

[TO EXPAND: quoting volumes, systems in play, the specific pain moment]

What we built

A connected data layer linking customers, quotes, jobs, and invoices into a single view, followed by automated quote follow-up with human escalation when a prospect engages, and structured capture of customer feedback into the ISO continuous-improvement register.

[TO EXPAND: stack detail, phases, timeline]

The result

Every quote is now followed up on schedule, engagement is flagged to account managers while it's hot, and customer feedback feeds compliance instead of a shoebox.

[TO EXPAND: cleared metrics — strike rate movement, hours saved, response times]

Related services: Data Readiness · Process Automation · Revenue Engine

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