Our client is a global leader in HVAC and climate solutions that relies on fast, accurate quoting to support field sales productivity and customer experience.
Business Complexity
Manual quote creation and complex product configurations slowed field sales, impacting customer experience and deal conversion.
Action
Implemented an integrated CPQ and ERP solution to automate quote generation.
Streamlined product configuration to support field sales teams.
Improved operational efficiency across the quoting process.
Enabled faster, more accurate on-site quoting, improved sales productivity, and increased deal win rates through intelligent CPQ automation.
