Lohia Group, a renowned machinery manufacturer, faced challenges with quote generation, impacting conversion rates and customer experience. By implementing Salesforce CRM, they streamlined workflows and integrated quote generation and customer inquiries into a unified system, boosting efficiency and client satisfaction.

The Challenges

Quote shared with customer

The pricing for the standard machine available is shared via emails to the customers. For the technical description (Text BOM) and other important details, this quote was created in Microsoft Word by referencing earlier quotes.

Revised Quotes generation

The backed team provides a revised quote after a few days, but the customer frequently alter the requirements,making the tedious process to repeat several times
Legal Compliance – Several months of delay in Customer acceptance of Quote

The Solution

Instant Quote Generation with Dynamic Picklist Options and Signature

Quick customization options using combination of interdependent picklist/drop down options  On single click, Quote generation in pdf/word format with signature basis frequently changing customer requirements

Commercial and Technical Quotes Creation

On the fly, multiple commercial [price calculations] & technical quotes [Text BOM] can be generated
Multi-line editor used to quickly select different categories & configurations of machines

Eliminating Price Alterations for Custom Machinery

Precise pricing solutions were provided, eliminating adjustments based on customized machine specifications, ensuring transparency and reliability, and providing them with fixed costs for their customized equipment.

Real-Time Revisions and Seamless eSign Integration

They provided an innovative quoting platform for swift adjustments and real-time quote revisions. The seamless integration of DocuSign's eSign feature streamlined customer responses, enhancing the quoting process.

The Benefit

Fast Responses

Solution ensures minimal Turnaround Time (TAT) with immediate responses to customers, while also reducing the workload for sales teams, eventually improving performance and efficiency in sales.

Instant Quotes Comparison

By providing customers with the ability to compare quotes instantly, the solution enhances clarity on offerings, leading to informed decisions and higher probabilities of opportunity conversion.

Saving Manpower

The efficiency optimization solution ensures manpower conservation and eliminates the need for multiple follow-ups and information loss across departments, resulting in smoother operations and increased productivity.

Efficient Legal Compliance