Automated Configure Price Quote System for Enhanced Sales Efficiency

The client faces a time-consuming and complex sales quoting process that exceeds one hour per quote, leading to inefficiencies and delays in closing deals. The manual effort increases the risk of errors and inconsistent pricing, hindering sales agility and revenue growth.

A mid-sized manufacturing company seeking to streamline its sales quoting process through integrated automation and intelligent configuration tools.

• Reduce the average quote preparation time from over one hour to less than 10 minutes.
• Automate the quoting and price agreement process to improve accuracy and consistency.
• Enable integration with existing CRM systems to support accurate forecasting and streamlined workflows.
• Incorporate intelligent search and product recommendation features to enhance cross- and upselling opportunities.
• Support customizable proposal and report generation with branding and terms management.
• Implement a visual sales configurator, including 3D visualization, for better product representation.
• Establish a real-time data exchange with eCommerce platforms for seamless account, opportunity, and quote management.
• Enhance user experience through customizable UI components and direct CRM access for sales representatives.

• Fast and accurate quote generation with discounting capabilities and branded output.
• Automated price rule engine supporting customization aligned with business policies.
• Cross-sell and upsell recommendation engine during quote creation.
• Integration with CRM systems (e.g., Salesforce, Dynamics) for real-time data synchronization and forecasting.
• Customizable user interface with menus, ribbons, forms, dashboards, and report templates.
• Secure indirect CRM access with single login credentials.
• Proposal and report customization features with branding options.
• Visual sales configurator with 3D product visualization.
• API-driven data exchange with eCommerce portals for managing accounts, opportunities, and quotes in real-time.
• Caching mechanisms to optimize performance and responsiveness.

• CRM systems (e.g., Salesforce, Dynamics) for customer data, sales forecasting, and workflow integration
• ECommerce portals for real-time data exchange and order management
• Internal reporting tools for custom report generation
• Authentication systems for secure indirect CRM access

• System should generate quotes within 10 minutes of request initiation.
• High availability with minimal downtime through reliable hosting on Windows Server infrastructure.
• Secure data exchange and user authentication to protect sensitive information.
• Scalable architecture to support increasing product catalog and user base.
• Responsive UI with intuitive navigation and customizable dashboards.

Implementing this automated CPQ system is expected to significantly reduce quote turnaround time from over an hour to less than 10 minutes, thereby accelerating sales cycles. It will improve quote accuracy, minimize errors, and enhance upselling and cross-selling opportunities. The automation and integration are projected to increase overall sales revenue, streamline sales operations, and strengthen strategic partnerships, ultimately boosting market competitiveness and customer satisfaction.