Situation
Our client is a multi-billion-dollar HVAC global company that’s been established for over a century. The company has more than 75 brands, over 100 new products and serves customers in over 160 countries. They wanted to improve the customer experience and give their sales team a more efficient quoting process when visiting job sites. They needed a solution that integrated dynamic pricing and product configuration.
On-site HVAC sales reps increased deal win rates and sales productivity with our CPQ system.
Additionally, our client needed a customized module for customers requesting quotes and using discount codes. The new module would help their customer when selecting the right vendor.
Action
We deployed a CPQ system for our client’s on-site sales reps, that enabled product configuration, pricing adjustments based on repair types, and efficient generation and sharing of quote templates.
In addition, we developed a customized quote request module that allowed customers to request quotes, apply discount codes, and evaluate vendors. Our solution incorporated dynamic pricing rules, product configurations, and backend logic for seamless quote generation and distribution.
Results
- Improved customer experience with customized quote request module.
- Accurate quotes are quickly generated on-site by sales reps.
- Sales productivity and deal win rates increased with our CPQ solution.
Sales reps can quickly provide their customers with accurate quotes while on-site.
Customized quote request module makes it easy for customers to get quotes.
Our CPQ solution increased productivity for deal win rates and sales.
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71%
Reduction in quote creation time -
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33%
Increase in sales productivity -
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15%
Increase in deal win rates