EXECUTIVE CASE STUDY • DISTRIBUTION • LEADS, STOCK AND MARGINS
How a heating distributor captures campaign leads by webhook and quotes against live stock
For a distributor, a lead is worth something only if the product is actually available and the margin survives the discount. Magnum Heating connected its marketing campaigns directly to a self-hosted CRM, so leads arrive as records and quotations are issued against real-time stock.
- Campaign leads captured by webhook
- Stock checked at quotation time
- Margin control on the sales team
The distributor’s challenge
Leads arriving faster than anyone could qualify them against stock
Marketing campaigns generated leads in volume, but they landed in forms and inboxes and were retyped into the sales process. By the time a proposal went out, the stock position had moved.
The second problem was margin. With several people issuing proposals, discounting was a matter of individual judgement, visible only after the fact in the accounting.
Retyped and stale
Leads were transcribed by hand and quoted against a stock figure that was already out of date.
Captured and checked
Leads enter automatically through webhooks, and proposals are issued against live stock with the margin visible before sending.
Client testimony
“Leads from marketing campaigns are captured instantly in the CRM through webhooks. We issue financial proposals, check stock in real time and keep control of the office team’s margins.”
A pipeline wired to campaigns, stock and margins
Campaign forms post directly into the CRM through webhooks, so a lead exists as a record with its source the moment it is generated, without manual entry.
Financial proposals are issued from inside the system, which checks the catalogue and stock in real time and shows the margin on the proposal before it leaves the office.
Modules in use
- Webhook lead capture — campaign forms posting straight into the pipeline, source preserved.
- Financial proposals — quotations issued from the system, with terms and totals.
- Real-time stock — catalogue and availability checked at quotation time.
- Margin control — margin per proposal visible to the office team before sending.
The modules are licensed separately, so an installation carries only what it uses.
See the pricingWhat changed in the sales office
A lead generated at 9am is workable at 9am. Proposals reflect what is actually in the warehouse, and discounting is visible while it is being decided rather than at month end. No per-user fee as the office team grows.
One-time licence
The platform and the active modules are paid once, not every month, for as long as the company uses them.
Unlimited users
People are added without a per-seat cost, so the licence never decides the size of the team.
Own infrastructure
The installation and the database sit on the company’s own server, so the data stays where the company put it.
Related case studies
Other companies running on Zarina CRM
Sixteen deployments across eleven industries, each with the company named and the workflow described, so you can find one close to your own.
STRATEGIC PARTNERSHIP • ENTERPRISE
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The editions, the modules and the one-time licence are the same ones used in this deployment. The installation sits on your server, the users are unlimited, and the licence is paid once.
- Installed on your own server
- Unlimited users
- One-time payment