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.
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 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.
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
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
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
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.
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.
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.
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.
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.
Customers can conveniently sign documents using the DocuSign feature, ensuring legal compliance without any hassle.
Customers can conveniently sign documents using the DocuSign feature, ensuring legal compliance without anyhassle.
We can turn your challenges into real functioning solutions, helping you to efficiently boost and manage business.
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