Company context
Start with the business and its contact
Model case studies · example Tygy workflows
A multi-region distributor with sales teams, product specialists and established corporate accounts.
Keep the details in every partner request
A buyer sends a list of products, an account manager checks with a specialist, then returns with an answer. Keep requirements and customer context in the shared conversation.
Who this is for
Collaboration
Hand technical questions to a specialist
Product knowledge
Keep guidance close to the request
What Tygy can do
Company context
Start with the business and its contact
Company details and conversation history help the account manager identify the sender and prior discussions. Deal terms are verified in the CRM or business system.
- Check the company and contact person.
- Record important clarifications in notes.
Collaboration
Hand technical questions to a specialist
Assign a colleague when a request needs product expertise. History and attachments stay in the conversation for the next person to review.
- Record exactly what needs clarification.
- Return an agreed answer after checking.
Product knowledge
Keep guidance close to the request
The knowledge base gives the team approved descriptions and answers to common questions. Stock, pricing and lead times are checked separately before making a commitment.
- Keep product guidance current.
- Identify questions that need an expert.
Screenshots show the Tygy interface with demonstration data. Names, conversations and figures are examples.
How the process works
From a request to the next step
A multi-region distributor with sales teams, product specialists and established corporate accounts.
- Buyer
Sends requirements
Shares a product list and requirements.
- Account manager
Collects context
Confirms the company, task and missing details.
- Specialist
Checks the facts
Verifies specifications and business system data.
- Account manager
Returns with an answer
Shares approved information and records the next step.
What to measure in a pilot
- First substantive reply
- Measure time to an answer about the request, beyond a greeting.
- Handoff completeness
- Sample requests to see whether specialists received all required details.
- Repeated clarification
- Count requests for information the buyer had already provided.
Everyday tools
What the team needs
Company context
Check the company and contact person.
Collaboration
Record exactly what needs clarification.
Product knowledge
Keep product guidance current.
B2B distribution
Questions and answers
Will Tygy generate a quotation from a request?
This workflow does not promise automatic quotations. An account manager verifies the information and prepares the document in the company’s chosen system.
Is this a real customer case study?
This is a model workflow based on Tygy features that you can adapt to your company’s processes.
Where should we start a pilot?
Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.
Test the process with one request stream
Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.
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