CPQ configurator for commercial vehicles for a bodybuilder
The Client
- General bodywork specialist
- Revenue: €270 million
- Year established: 1889
- 1 500 employees
- 10 clients
- 40,000 transformations per year
The Problem
Simplify and accelerate the creation of complex quotes
Quotes were prepared exclusively via Excel files linked by macros, with the associated risks of error and the difficulty of maintaining this type of source.
With the implementation of their Zoho CRM to digitize all sales teams, the need for a quote creation tool connected to this new CRM quickly became apparent. Excel files did not offer this capability.
Our solutions
Automated pre-selection and weight calculation
With over 100 issues and near 320 rulesThe speed of data entry and completion of the configuration process was a vital point. To minimize the time required to create a quote, the use of automatic pre-selection of answers the most frequently used, native function in the Industrial Configurator, was an important lever.
In the bodywork sector, it is essential to determine the weight of a vehicle throughout its configuration process to ensure its eligibility for registration. Again, our configurator enabled this calculation in a way that Auto-Feed.
A homogeneous and coherent proposal
Thanks to the dynamic generation of sales proposals at the end of the configuration process, all salespeople create an identical offer et without error, layout in the same way, in compliance with the company charter and according to the same pricing and technical rules.
Connected to Zoho CRM and Azure SSO
A very high level of integration has been achieved between the Zoho configurator and CRM (and Microsoft's Azure SSO for user authentication) so that salespeople can Launch the configurator from a case in Zoho simply by clicking a button. Once configured, the quote is saved in the CRM and can be modified with a single click.
The Results
A major change for the company
Higher quality sales offers, created faster and integrated into the CRM.
Quotes are prepared much faster, as confirmed by the sales team themselves. This allows sales representatives to dedicate more time to their clients and be more responsive.
Thanks to its No Code administration interface, our client was able to easily take control of the configurator to create scenarios for other product families himself.
Ultimately, the configurator is intended to be open to customers and resellers to allow them to be autonomous in creating commercial proposals, with the automatic application of their prices.
The Testimony
I can create quotes in 4 minutes with the configurator! You can customize everything yourself. This configurator is a gem!