What's wrong with keeping product data in Excel and sending quotations back and forth by email?

It may look fine in the short term, but this approach carries several hidden risks. First, when customers ask about the same product, different salespeople may give different information because each one has a different version of the Excel file. Second, quotation records are scattered across individual inboxes, managers can't see the full picture, and when a salesperson leaves, the information disappears. Third, when customers want to compare different specs or tiered pricing, you have to shuffle data back and forth, and if they wait too long, they'll ask someone else instead. Centralizing product data, displaying tiered pricing and MOQ in one fixed place, and keeping records of quotations and POs is the foundation for making "order processing rely on systems, not people." The case studies in the article all start with this step, ultimately enabling customers to self-serve with inquiries and POs, and keeping the process uninterrupted.