Context
One of our clients, a company specializing in fire detection systems, was seeking ways to improve the efficiency of their sales process. The existing method of creating sales offers, while functional, involved multiple manual steps that we recognized could be optimized. By automating this process, we aimed to help sellers quickly generate offers with minimal effort, freeing up time to focus on more strategic customer interactions.
Problem Identification and Consequences
Although the original process worked, we saw room for optimization. Automating the offer generation process could help sellers respond faster, leading to a greater volume of offers. This change was expected to positively impact the company’s revenue. Our role evolved from simply executing development tasks to proposing strategic solutions that align with the client’s business objectives.
Solution implementation
We developed an automated offer generation tool that allows sellers to create offers based on fire detection sensor placements. The tool collects data on sales trends, enabling better decision-making for future offers. Close collaboration with product owners and continuous iteration were key to aligning the tool with the client’s needs.
Business and Product Gains
The introduction of the automated offer generation tool resulted in significant improvements to the client’s sales operations. Sellers were able to respond to customer inquiries more quickly and efficiently, increasing the number of offers generated and improving their ability to close deals. Additionally, this project marked an important shift in our relationship with the client. We moved from being a provider of development services to a strategic partner, proactively identifying areas for improvement and proposing solutions that directly contribute to the client’s business growth.
