Product

Centralize B2B sales, from quote to shipping

Molleni

Artisanal Italian tableware brand

Airtable

Brand

Fillout

Product

Centralize B2B sales, from quote to shipping

Molleni

Artisanal Italian tableware brand

Airtable

Brand

Fillout

Context, Objectives & Solution

Molleni designs and sells colorful tableware inspired by the Mediterranean, featuring artisanal pieces crafted in Italy. Alongside its e-shop, the brand manages professional inquiries for restaurants, hotels, events, weddings, and custom orders.

A difficult B2B cycle to manage in an overly generalist tool

Professional opportunities to track with clear stages: contact, catalog sent, quote sent, quote approved, and payment received.

Centralization of customer accounts, contacts, delivery addresses, structure types, languages, countries, and billing information.

A risk of wasting time between generating quotes, supplier purchase orders, follow-ups, shipments, delivery, and document archiving.

Mission objectives

Centralize B2B pre-sales and post-sales in a streamlined tool, tailored to the actual needs of the team.

Make professional quotes reliable using the catalog, product photos, pricing, shipping, and VAT.

Link pre-sales to supplier orders, shipments, invoices, and margins.

What we have concretely put in place

Replace the pro CRM with a custom pipeline

Creation of a B2B sales pipeline: contact, catalog sent, quote sent, quote approved, payment received, lost or disqualified.

Centralization of customer accounts, contacts, delivery addresses, structure types, languages, countries, and billing information.

Setting up a daily view to visualize ongoing opportunities, follow-ups to be made, inactive prospects, and clients to reactivate.

Link catalog, suppliers, and delivery

Catalog structuring with collections, SKUs, photos, selling prices, VAT, transport, and associated supplier items.

Setting up multi-supplier tracking: cost price per supplier, sourcing, valid or obsolete status, and purchase cost per order.

Connection between quotes, supplier purchase orders, shipments, delivery dates, customer invoices, margins, and automatic archiving in Drive.

Impact & Result

Molleni now has a centralized system to manage its professional sales: incoming inquiries, shared catalogs, quotes, payments, supplier orders, shipments, and document archiving. The team can better track follow-ups, avoid tool duplication, manage multiple suppliers for a single product, and maintain a clear view of fulfillment all the way to delivery.

Efficiency, speed, rigor, professionalism, you can go ahead with your eyes closed, the service is top-notch and the solution is reliable.

Olivia Seiler

Executive Director

Efficiency, speed, rigor, professionalism, you can go ahead with your eyes closed, the service is top-notch and the solution is reliable.

Olivia Seiler

Executive Director