Too much time on quotes, too little on conversations
The sales team spent hours every day preparing quotes by hand. That left less time for sales conversations, and quotes sometimes reached prospects too late.
Information from customer conversations also didn't always make it from sales to installation. Engineers missed details they needed to prepare the job. That led to mistakes on site, extra return trips and unnecessary cost.
One intelligence layer across the whole company
Instead of separate tools, we built one intelligence layer that runs through the company. It collects relevant information from existing communication channels, flags missing details and helps prepare quotes automatically.
All relevant information for installations is stored and made available to engineers. What was discussed in the conversation actually reaches the job.
What it delivered
- 30% more capacity for sales conversations, without hiring more sales staff right away.
- 32 hours a month less manual work preparing quotes.
- New enquiries are followed up almost 4 times faster on average: from 9 hours to 2.3 hours.
- Because customers accept quotes faster, extra working capital becomes available for growth.
- Better information handover to engineers, with fewer mistakes and unnecessary return trips.
The system saves us so much time every day. I used to have to make ten quotes every evening. Now they're already out the door. Customers even compliment us on how fast we are.Owner, FreekEnergy
