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Sales and customers

Commercial Excellence

Three agents in one app for the teams that serve customers, win orders and collect cash: a Customer Service Agent, a Revenue Execution Agent and Margin + Cash Intelligence, working from the same accounts, cases, quotes, orders and invoices.

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One click opens a free 30-day workspace with Commercial Excellence and sample data. No credit card.

Service teams across industries

Three agents, one app

01Customer Service AgentWorkflows

Case intake · Routing · Response drafting · Escalation

Outcomes

Faster resolution · Better CSAT

02Revenue Execution AgentWorkflows

Lead-to-quote · Follow-up · Order exceptions

Outcomes

Quote cycle time · Win rate

03Margin + Cash IntelligenceWorkflows

AR collections · Price exceptions · Cost leakage

Outcomes

DSO · Gross margin · Cash

What gets in the way today

The work between the systems

  • Customer requests arrive by email, phone, chat and portal, and the first response depends on who happens to see them.
  • Quote requests wait days for pricing, and quotes that go quiet are not followed up until the quarter-end push.
  • Order exceptions (credit holds, shortages, price mismatches) are found when the customer calls.
  • Collections start late, disputes sit with nobody, and discounts, unbilled freight and early rebates leak margin no one measures.
How Neuclon handles it

Built for this, changed by your team

Commercial Excellence is one app with six connected tables: customer accounts, customer cases, quotes, orders and exceptions, invoices and collections, and price exceptions and leakage. The Customer Service Agent classifies and routes every case, drafts the reply from the customer’s orders and invoices, and escalates before the SLA is missed. The Revenue Execution Agent chases quotes that need a follow-up, sends quotes below the margin floor to pricing, turns won quotes into orders and makes sure every order exception has an owner. Margin + Cash Intelligence moves overdue invoices through dunning, catches broken promises to pay, records leakage against your price policy and writes the weekly margin and cash briefing. Customers follow their cases, orders and invoices in their own portal.

See it work

Try Commercial Excellence with sample data

Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.

Try it: Commercial ExcellenceInteractive demo · sample data
The apps

What you get

App · Every industryCommercial ExcellenceOne app for service and commercial teams in any industry, with three agents. The Customer Service Agent takes in every case, routes it, drafts the rep…App · Every industrySales CRMAccounts, contacts, opportunities and activities, connected: a pipeline board, a weighted forecast, next-step and stale-contact flags, discount approv…Template · Wholesale & DistributionQuotesCustomer quotes with value, margin, expiry and outcome.Template · Wholesale & DistributionSpecial pricing agreementsCustomer-specific prices and rebates with margins, approvals and expiry.
A day with Neuclon

How the day goes

  1. 7:00The Customer Service Agent has triaged the overnight cases: a line-down delivery issue at a key account is escalated with a drafted reply; billing questions are routed to credit and collections.
  2. 8:30A quote request has waited two days. The Revenue Execution Agent reminds the owner; another quote is at 17% margin and waits in Approvals for pricing.
  3. 11:00A quote is won: the order is created on approval. It hits a credit hold, and the customer gets a case with a drafted explanation before they have to ask.
  4. 14:00Margin + Cash Intelligence moves three overdue invoices to the next reminder, flags a broken promise to pay to the collector and records unbilled expedite fees as leakage.
  5. Mon 8:00The weekly margin and cash briefing: DSO, overdue by bucket, leakage found and recovered, and the three actions that release the most cash.

An illustrative day. Your rules, people and systems set the details.

Prove it in 30 days

What to measure

  • Time to first response and to resolution
  • CSAT
  • Quote cycle time (request to quote)
  • Quote win rate
  • Days sales outstanding (DSO)
  • Gross margin on quotes won
  • Margin leakage found and recovered

Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.

Questions

Frequently asked

Do we have to replace our CRM, help desk or ERP?

No. Commercial Excellence reads the orders, invoices and payments your ERP or accounting system already has, and cases arrive from your own mailbox, chat and portal. Your systems stay the system of record; the agents work across them and write back only what you approve.

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

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Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Commercial ExcellenceBook a walkthrough