Quote Tool

Client Pain Points (Generalized for OEMs):

Before implementing the solution, the client, like many OEMs relying on a Dealer/Distributor model, faced several challenges:

• Lack of Visibility: The client had no clear visibility into the status of leads or the estimated time of completion (ETA) of key processes, leading to confusion and delayed actions.
• Manual Discount Approval Workflow: The approval process was manual and depended heavily on emails and phone calls, creating communication gaps, accountability issues, and missed opportunities.
• Inconsistent Communication: The client’s internal team and external dealers communicated through multiple emails and phone calls, which often led to missed or misunderstood updates.
• No Centralized Reporting: The client had no access to real-time reporting or key performance indicators (KPIs) to measure progress, success, and areas needing improvement. This resulted in a lack of data-driven decisions.

Streamlined Process After Implementation:

After implementing this application, the entire process is now streamlined, offering:

• Real-time visibility into lead status and ETA.
• Automated approval workflows with proper accountability.
• Reduced email/phone communication gaps.
• Centralized reporting with KPIs for actionable insights.
• The ability to manage product prices and quotations in a secure, centralized system.
• Empowering Dealers/Distributors: The system enables dealers and distributors to conduct business more effectively, providing them with an easy-to-use interface, which boosts their efficiency. This, in turn, enhances the brand value of the OEM by delivering a modern, professional experience to its partners.

This is a common problem for OEMs who operate under a Dealer/Distributor model, and the solution we provided can significantly enhance the efficiency and accountability of these processes.