About project
The client, a global technology corporation, required an outstaffing IT team to automate the complex process of quoting a service or a subscription that will be used by Sales teams of any size.
Key milestones achieved
Implemented a feature that allows to quote faster by estimating services separately or combining them into one model.
Integrated risk-management algorithms.
Automated sales documentation that allows to create accurate proposals, SOWs, orders, or any other quote-related documents.
Added seamless integration with the leading CRM, PSA, and ERP software.
Problem the client faced
To accelerate close rates without leaking revenue was required to leverage AI-based price guidance. The client also required a solution to empower sales teams with full mobile capabilities of model pricing and subscription quoting on-the-go. To help software users keep track of various metrics and their thresholds during the quote approval procedure was required to add specific quote analytics.