Business Scenario
An electronics contract manufacturer (EMS provider) gets PCB assembly quote requests from product startups over WhatsApp and enterprise OEM RFQs through Facebook, where startups typically want small prototype runs and OEMs want production-volume commitments, but today both are quoted through the same generic process, frustrating OEMs who need volume pricing and confusing startups who just want a handful of boards built.
How Chronex360 Helps
- Capture and identify the lead: inbound WhatsApp, Instagram and Facebook conversations can create/update the customer or lead record and append the interaction to the communication history.
- Preserve the source: use Lead Sources, tags and channel information to segment dealer/distributor enquiries, product requests, RFQ-style sales conversations, replacement/maintenance enquiries and enterprise opportunities and compare performance.
- Assign ownership: manually assign leads or use the configured round-robin lead-assignment strategy so the right employee owns the next action.
- Qualify faster: use WhatsApp Business API Chatflows for supported automated qualification, quick replies, forms, appointment/schedule steps, catalogue blocks and other configured automation; Instagram and Facebook messages remain visible for agent replies in the unified conversation workflow.
- Never lose the follow-up: create tasks and schedules against the lead, use status stages/Kanban views, and let overdue schedules become visible to the team.
- Keep one customer history: notes, calls, SMS, email and supported social messages can be seen in the lead activity timeline/omnichannel inbox.
How This Can Support Revenue Growth & Better Management
The sales team can tag leads as prototype/startup or production/OEM, route volume RFQs to the estimator who handles production pricing, schedule design-file review follow-ups, and track which prototype customers graduate into production orders. Managers can see which OEM RFQs are still waiting on a volume quote and which prototype customers are due for a production conversation.
The aim is to stop prototype customers from being lost after their first small run, grow OEM accounts into recurring production contracts, cross-sell related assembly or testing services, and identify which channel brings startups who scale into serious production volume. A BOM question becomes a lead with run-size context, owner and status.
Where standard assembly services or components are listed on a catalogue, Chronex360 can extend the journey into commerce: list service/component categories, capture interest, generate orders, apply volume-based discount pricing, issue GST-aware invoices and reconcile Razorpay/Stripe payments.
- A product startup messages on WhatsApp asking for a quote on assembling 50 prototype boards.
- Chronex360 records the lead, tags it prototype, and routes it to the applications engineering team.
- The lead is assigned; a Chatflow can capture board complexity, component count and target quantity.
- An engineer reviews the design files shared in-thread, sends a quote, and schedules a production-scale-up follow-up.
- The lead moves through statuses such as New → Prototype Quoted → Production Discussion → Won/Converted, configurable per stage.
- Management reviews prototype-to-production conversion, quote turnaround and OEM revenue trend.
Implementation boundary: Chronex360 supports commercial and customer workflows; manufacturing execution, plant control, quality-lab records and safety-critical engineering data should stay in appropriate specialist platforms.
KPIs to Track in Chronex360
- Leads by run type
- Quote response time
- Service/component interest
- Follow-up completion
- Prototype-to-production conversion
- Order/revenue trend