New obstacles arose for a client as a result of a new ERP implementation which adversely impacted the efficiency of quoting and ordering activities. The ERP quote-to-order workflow and slow system performance put the client at risk of missing tight deadlines that were required to qualify for various RFPs in addition to a poor overall customer experience.
ProfitOptics configured the Catalyst Platform with their integrated Quote to Order Module. The design, which included many “smart features” and improved workflow, tailored specifically for the client’s unique business model, guides the sales representative through the quote configuration and pricing process.
The client gained back customer confidence through a dramatic improvement of service levels and individual sales performance metrics. Call center KPIs improved across the board, workforce costs decreased, and response time improved significantly. Users were able to complete transactions in a third of the time that it would have required previously.