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Inquiry Management

Inquiry Management · Unified Multi-Channel Inquiry Intake

The first mile of foreign trade — consolidate inquiries scattered across mailboxes, Alibaba TradeManager, trade-show business cards and website messages into one table, auto-identify existing customers, match the product library, and generate follow-up tasks, so salespeople no longer have to "dig through the inbox for history."

6+
Intake channels
3
Auto-assignment rules
100%
Inquiry traceability
Capabilities

From Inquiry to Opportunity, Nothing Falls Through

Multi-entry collection + auto-merge + rule-based assignment + customer-profile accumulation — inquiries are no longer orphans in the inbox

📨 Unified Multi-Channel Inbox

Integrate Gmail/Outlook/corporate mailboxes, the Alibaba International Station backend, Made-in-China, website inquiry forms, and one-click import of trade-show scanner Excel

🔍 Auto-Identify Existing Customers

Deduplicate and match by sender email / company name / phone; on a hit, auto-merge historical inquiries and quotes for an existing customer, and route new customers through the "develop customer" flow

📚 Smart Product Matching

Model numbers, HS Codes and keywords mentioned in the inquiry body / attachments are auto-searched in the product library, with the candidate list brought into the quote in one click

👥 Auto-Assign Salespeople

Configure auto-dispatch by four rule types — country, product line, customer tier, load balancing; public-pool rules auto-release un-followed inquiries

📝 Inquiry Tags + Tiers

Multi-dimension tags like "high intent" / "price sensitive" / "project inquiry," with auto A/B/C grading based on inquiry count, product count and estimated amount

🔁 One-Click Convert to Quote

After confirming an inquiry, convert to a quote in one click, with product / quantity / customer / salesperson auto-populated — no re-entry

trade.shangbangke.com/inquiry/list18 unassigned
I
Multi-Channel Inquiry Inbox
Import CardsAssign
52This Week
30Alibaba
18Trade Show
4Web Form

Latest inquiries

ChannelCustomer / ProductIn
AlibabaAcme — 5000pcs LED09:24
ExpoHK Expo — Stainless PartsYest.
EmailEuro Trade — M&E inquiryYest.

No More "Missed Trade-Show Business Cards"

A stack of cards from the Hong Kong electronics show, 30 unread in the Alibaba backend, a dozen inquiries sitting in a salesperson's personal Gmail — this info used to be scattered across different people and entries, and missing the golden 24-hour follow-up window meant the trail went cold. SBK funnels all entries into one inquiry list, with each inquiry carrying a full lifecycle of "assigned time / first-response time / closure reason."

  • Trade-show cards: bulk-imported via scanner CSV or photo OCR
  • Alibaba International Station: API integration, syncing unread inquiries every 10 minutes
  • Mailbox: auto-fetched via IMAP and classified by rules
  • Website/mini-program forms: instant intake via webhook push
trade.shangbangke.com/inquiry/assign-rulesSmart Dispatch
D
Dispatch by Country/Product
Pool RulesSave

Assignment rules (stackable)

CountryProductAssign To
EU/USLightingLighting · Will
RussiaM&EM&E · Ivan
SE AsiaAllSEA · Lena
No first response in 48h → release to poolOn

Smart Dispatch by Country and Product Line

European/American customers to the salesperson with strong English, Russian-region customers to the Russian-speaking salesperson, lighting products to the lighting team, mechanical-electronic products to the M&E team — once assignment rules are configured, new inquiries are auto-dispatched, and the salesperson gets an instant alert via WeChat Work / email / internal message.

  • Rules can stack: multi-dimension combination of country + product line + customer tier
  • Load-balancing mode: dynamic assignment by the salesperson's current open inquiry count
  • Unresponsive public pool: auto-released back to the pool if no first reply within 48h
  • Supervisor reassignment: bulk-reassign salespeople from the list
trade.shangbangke.com/inquiry/funnelFull Chain
F
Inquiry → Quote → Contract
TimelineFunnel

Conversion funnel (this quarter)

Inquiry
216
Quote
138
Contract
61
Shipment
47
28.2%Conversion
3.2Avg Quote Rounds

Full-Chain Traceability: Inquiry → Quote → Contract

One inquiry may evolve into 3 rounds of quotes, finally closing 1 contract — these stages used to be disconnected, leaving "how many person-days we spent on the inquiry and what the final conversion rate was" unanswerable. SBK treats the inquiry as the source node of the trade order chain, with all downstream documents linking back to the inquiry ID.

  • Inquiry detail-page timeline: quotes, contracts, PIs and shipments all linked
  • Conversion-funnel report: channel → inquiries → quotes → closed deals
  • No-response alerts / long-overdue follow-up alerts
  • Comparison analysis of inquiry amount vs actual deal amount
Use Cases

How Trade Teams Use Inquiry Management

200 Cards Back from the Canton Fair

Bulk-entered via scanner, auto-dispatched to the matching salesperson by country; 80% get a first reply within 48h, with a conversion rate 3× the paper-card era.

30+ Inquiries Daily on Alibaba International Station

Auto-synced into the system via API and assigned by product to the lighting team / M&E team, so salespeople no longer constantly switch to the Alibaba backend to copy-paste one by one.

Re-Inquiry from an Existing Customer Auto-Merged

German customer Hans inquires again from a new email; the system identifies him as an existing customer by company name and auto-pulls a 3-year-old quote for reference.

SOHO with Multiple Roles

An independent SOHO needs no complex dispatch — all channel inquiries consolidate into one personal list, sorted by tier to prioritize tier-A first.

Related Features

The Trade Chain After the Inquiry

The inquiry is the start; pair it with quote, contract and PI to run the loop

Try Inquiry Management Now

Sign up to try the full inquiry-consolidation capability for free, or book a consultant demo