Sales Proposal Automation tool
Client Overview
Famous Cleaning and Beverage solutions provider in the USA. The company delivers smart solutions for environmental cleanliness and service needs across North America.
Business Challenge
To support market expansion into Canada, the client required a robust Low-code/no-code tool to ensure seamless product availability and dynamic pricing updates for their Business Development Specialists. Previously, the sales team relied on manual spreadsheets which lacked mobile accessibility and required frequent, error-prone manual updates.
JRD Solution
- Centralized Data Integration: We replaced manual data entry by integrating Low-code/no-code directly with the client’s external catalog services. This ensures that new product additions and pricing updates are reflected instantly without manual intervention.
- Dynamic Pricing: We enhanced the system to make equipment pricing dynamic by integrating with a distinct third-party service, removing the need for sales representatives to calculate costs manually.
- Complex PDF Generation: Leveraging Low-code/no-code process capabilities combined with Java plugins; the tool generates structured, image rich PDF proposals that incorporate complex pricing and lease details.
- Mobile-First Transformation: The workflow was transformed from a desktop-focused spreadsheet process into a fully mobile-responsive application, allowing sales teams to generate proposals from any device while in the field.
- Smart Product Filtering: Implemented intelligent hierarchy mapping to allow users to easily filter and select products available in their respective regions (U.S. or Canada).
Key Benefits
-
80% Faster Proposal Creation:
Business Development Specialists can generate accurate, client-ready proposals without relying on manual spreadsheets, significantly reducing turnaround time. -
50% Reduction in Pricing Errors:
Dynamic pricing integration ensures the latest equipment costs are reflected automatically, minimizing manual calculation inconsistencies. -
60% Increase in Field Productivity:
Mobile-responsive access enables sales teams to create and share proposals directly from the field, accelerating client engagement cycles. -
50% Reduction in Manual Intervention:
Automated catalog and pricing updates eliminate repetitive data entry and lower the likelihood of human error. -
25% Improvement in Regional Sales Alignment:
Smart product filtering ensures only relevant products for U.S. or Canada markets are displayed, supporting seamless market expansion. -
35% Improvement in Proposal Consistency:
Structured, image-rich PDF generation standardizes proposals while incorporating complex pricing and leasing details.