A Leading Facility Management Company Transitioned from Chaos to Efficiency
Client Challenge
A leading US facility management company was having issues with an inefficient quote generation process. Manual data entry in Excel spreadsheets led to errors, slow turnaround times, and a lack of transparency. Additionally, crafting quotes using Word documents required repetitive modifications, further hindering productivity.
The company sought a streamlined solution to boost efficiency, minimize errors, and gain valuable insights.
Solutions Offered
We partnered with the client to implement Salesforce CPQ, a powerful quoting tool. Our approach involved:
In-Depth Analysis
We collaborated with the client to understand their existing sales lifecycle, pricing strategy, and approval processes.
Automated Workflows
We designed a solution that automates quote generation, product rules, and volume-based discounts, eliminating manual calculations and outdated data.
Streamlined Bundling
We introduced bundled selling options, saving sales reps valuable time.
Subscription Flexibility
Users can now create and edit subscription schedules with a user-friendly interface.
Dynamic Document Generation
We created dynamic templates in CPQ, producing quotes in both Word and PDF formats, automatically saved within Salesforce.
Seamless E-Signatures
We integrated DocuSign for one-click signature requests, streamlining contract finalization.
The Results Speak For Themselves
Our CPQ solution transformed the client's quoting process with:
- Eliminated Manual Entry : Error-prone spreadsheets are a thing of the past.
- Automated Calculations : Discounts and pricing are applied automatically, ensuring accuracy.
- Standardized Templates : Customizable templates guarantee consistent and professional quotes.
- Improved Visibility : The client has a complete view of customer interactions, quotes in progress, and sales history.
- Enhanced Productivity : Sales reps can focus on closing deals, not tedious tasks.
By automating the quoting process, Dynamisch empowered the facility management company to achieve greater efficiency, reduce errors, and gain valuable customer insights.
The Results Speak For Themselves
Our CPQ solution transformed the client's quoting process with:
- Eliminated Manual Entry : Error-prone spreadsheets are a thing of the past.
- Automated Calculations : Discounts and pricing are applied automatically, ensuring accuracy.
- Standardized Templates : Customizable templates guarantee consistent and professional quotes.
- Improved Visibility : The client has a complete view of customer interactions, quotes in progress, and sales history.
- Enhanced Productivity : Sales reps can focus on closing deals, not tedious tasks.
By automating the quoting process, Dynamisch empowered the facility management company to achieve greater efficiency, reduce errors, and gain valuable customer insights.
