Challenge:

Service Partners had a desire to streamline and enhance the quoting process through 3-D visualization and to create a solution that would remove the manual process. This manual process and lack of integration created errors and delays in the quoting process.

Solution:

Pierce Washington supported the Service Partner initiative to replace a manual quoting process with an integrated quote to order solution that includes 3-D visualization and drawing generation for building insulation projects. The quoting platform was implemented for internal sales as well as Service Partner channel partners.

Results:

  • 3-D visualization of configured insulation projects
  • Dramatically faster quote generation
  • Channel partner quoting through customer portal
  • Full quote-to-order conversion with CPQ and JDE

Integrations

“We saw a dramatic acceleration in our ability to generate a new quote and higher conversion in our quote to order process.”
Service Partners
Director

Learn from the best

Voice of Leadership – Ellen Daley
Who’s Who of CPQ
Total Commerce Maturity Model pt. 1

Tailor each transformation

Meet the unique needs of your business by intelligently combining direct, partner and self-service sales channels.