The client’s legacy quoting system required sales representatives to conduct 25 minutes of mental gymnastics to produce a mediocre quote. Because a professional, accurate, and well-priced quote is essential to closing new business, this sub-par legacy quoting system severely impacted the client’s success.
The ProfitOptics Quoting Module was configured to blend with the specific requirements of the client business and was integrated to the client’s ERP.
The steps required of the sales representatives in order to create a quote were reduced by a factor of five. In addition, market-based price guidance is provided in order to secure business at the highest profit. In summary, the representatives can do what they do 5x faster with an output that is much higher quality.