For Multi-Line Rep Groups
From AutoQuotes Bid to Closed Order in One System
When a bid moves from quote to opportunity to job to manufacturer report without anyone typing it twice, your team gets to spend its time selling. That is the workflow The REV gives Multi-Line rep groups. Every step from the first AutoQuotes bid to the closed order lives in one place, and the reporting your manufacturers ask for comes straight out of the work your reps already do.
A Project Touches Four Systems Before It Closes
Picture one project at a typical rep group. The bid starts in AutoQuotes. The spec gets submitted in Specifi. The back and forth with the dealer runs through an Outlook thread, and the commission question at the end gets settled in a spreadsheet. Each of those tools does its own job well. The real work happens in the space between them, where someone on your team carries the same project details from one place to the next, three or four times over.
Every one of those handoffs is a place where a number can get keyed wrong or a note can stay behind in someone's inbox. So the useful question for leadership is how many of those handoffs your CRM takes off the table. When the systems connect, the project carries its own history forward and nobody has to retype it.
Following One Bid Through The REV
Here is that same project when everything is connected.
AUTOQUOTES
The bid comes in
A bid in AutoQuotes becomes an opportunity in The REV automatically. Nobody rekeys the quote.
MOBILE
The call gets logged
Your outside rep logs the call in a Call Plan from their phone while the details are fresh.
ONE CLICK
Call Plan becomes an opportunity
The Call Plan converts to an opportunity, and every comment carries over with it.
JOB RECORD
The opportunity links to a job
Spec activity, samples, and PO data attach to the job, so the full history sits in one record.
LINE REVIEW
The manufacturer gets the report
Pipeline by manufacturer is ready in one click for the next line review.
Each step is work your team already does. The REV keeps the record moving from one stage to the next, so what was captured at the bid is still there at close. Leadership can answer "Where is this project right now?" without picking up the phone, and your next manufacturer line review is built from the same record your reps worked all quarter.
Bids Start in AutoQuotes, So Your Pipeline Does Too
Foodservice projects rarely begin in an inbox. They begin as a quote in AutoQuotes, and that is where The REV picks them up. Because bid data moves into opportunities automatically, the quote is already in your pipeline before the rep is back at their desk. Your forecast reflects real quoting activity instead of whatever someone remembered to enter on Friday afternoon.
Spec work follows the same path. With Specifi connected, spec activity ties to the right project, brand, and dealer rather than living as a note on a contact record. When a manufacturer asks which of their specs your team influenced this quarter, the answer is a report you can pull, not a research project.
That kind of foodservice specific connection is one of the clearest differences between The REV and a general CRM. The tools your channel runs on are part of the workflow from day one.
One Platform for Every Manufacturer Data Request
Manufacturers want visibility into their pipeline, and plenty of them ask reps to log into their own systems to get it. For a Multi-Line group carrying a dozen or more lines, that can mean a different login, a different set of fields, and a different weekly routine for every principal.
of reps are updating three or more manufacturer CRMs.
Industry survey, 2025
The REV gives every manufacturer that visibility from a single source. Living reports by manufacturer, brand, and dealer deliver the data each line is asking for, and your reps keep working in one system instead of maintaining a separate login for every principal.
When a manufacturer requires activity in their own CRM, The REV can sync directly to it. Your team still captures the information once, and the data lands where the line expects to see it. One platform answers every manufacturer request, however each one prefers to receive it.
The Best Data Is Captured in the Parking Lot
The information manufacturers value most starts in the field, in the conversation a rep just finished with an operator or a dealer. The REV captures it right there. Reps log the call in a Call Plan on their phone before they pull out of the parking lot, while every detail is still sharp.
From the same screen, a rep can send a canned pitch for immediate follow up, so the customer has the information in their inbox before the next appointment starts. If the call turned into a real project, one tap converts the Call Plan into an opportunity. By the time the rep is back at the office, the record is current and the pipeline already reflects it.
That is current data your managers can plan around and forecasts your manufacturers can trust, all starting with a quick entry on a phone.
Frequently Asked Questions
Does The REV sync with AutoQuotes and Specifi?
Yes. The REV integrates with AutoQuotes, Specifi, and SpecPath. Bid data moves into opportunities automatically and spec activity ties to the right project, brand, and dealer, so your pipeline reflects real quoting activity. It is a big part of what manufacturers need from their rep groups.
Do my reps need to log into every manufacturer's CRM?
The REV gives manufacturers living reports by manufacturer, brand, and dealer from one source, so your reps keep working in one system. When a manufacturer requires activity in their own CRM, The REV can sync directly to it. Either way, your lines get the data transparency they are asking for.
Can reps log calls and create opportunities from their phone?
Yes. Reps log calls in a Call Plan on mobile, send a canned pitch for immediate follow up, and convert the Call Plan into an opportunity with one tap. Comments carry over, so the pipeline is current before the rep is back at the office and your forecasting stays grounded in real activity.
How does The REV cut down on duplicate data entry?
Information is captured once, as part of a rep's normal day. Quotes, Call Plans, and pipeline updates feed reports automatically, which keeps your data clean and turns line review prep into one click reporting.
See Your Bid to Close Workflow in The REV
Request a demo and watch a project move from the first AutoQuotes bid to the manufacturer report, with your team entering the information once.
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