How Korta Keeps Machining Quotes on One Deal in Senitix CRM
Korta is an engineering-focused Turkish supplier of cutting-tool inserts, tools and holders for turning, milling, drilling and threading, serving automotive, aerospace, defense, medical and mold-making manufacturers, per its website. In Senitix CRM, Korta records each machining inquiry as a deal that keeps the application detail, the catalog quote and the reorder follow-up together.
About Korta
According to its website, Korta is an engineering-focused supplier of cutting tools for metalworking, with more than 30 years of experience in machining and cutting-tool technology. Its catalog spans inserts, tools and holders for turning, milling, drilling, threading, grooving and hole-making, organized into more than 35 product groups and over 2,000 product varieties, and it serves automotive, aerospace, defense, medical and mold-and-die manufacturers. Beyond the catalog, Korta offers application engineering, technical consulting and after-sales support aimed at longer tool life and a lower total cost per part. Its site does not state whether tooling is manufactured in-house or engineered and sourced from partner lines.
This story covers how Korta's technical inquiries and quotes are tracked in Senitix CRM. Inventory, production and invoicing stay outside it.
The challenge
A tooling inquiry rarely starts with a part number
In cutting-tool sales, a request often begins with a workpiece, a material and a problem to solve, such as tool wear or a slow cycle time, rather than a specific insert or holder. An application engineer may need to review the operation before anyone can recommend the right tooling.
When that review sits in a notebook and the quote gets rebuilt by hand for every revision, the reasoning behind a tool choice can get lost by the time an order ships, and the reminder to check back in before the tooling wears out again can depend on someone simply remembering it.
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The solution
One deal per machining application, start to reorder
The manufacturer is the account, each machining inquiry is a deal, and tooling is quoted from the product catalog and price book.
- Record the application, not just the part: Operation, workpiece material, machine and a target like tool life sit as custom fields on the deal, so the application engineer's findings travel with the quote.
- Version every quote from the catalog: Each revision is a numbered quote version built from the price book, and a discount past the agreed threshold can require approval before the quote is sent.
- Plan the reorder before the tooling wears out: An automation opens a dated follow-up task for the next order, and a won deal can continue into an order without retyping its line items.
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