A greenhouse manufacturing company was looking to optimize its commercial quotation process. It needed to identify a CPQ (Configure, Price, Quote) solution that would allow it to configure complex products, accurately estimate costs and generate commercial proposals in an agile manner, without compromising customization.
To ensure an adequate selection aligned with the client’s needs, we developed a process structured in three phases:
- Internal diagnosis: collection and detailed analysis of the client’s current situation, identifying strengths, weaknesses and challenges in the commercial process.
- Definition of requirements: identification of the technical and functional criteria to be met by the CPQ solution.
- Comparative study: analysis and comparison of several CPQ software providers in the market, evaluating their technological suitability, flexibility, cost and scalability.
The process culminated in the delivery of three strategic reports that facilitated the client’s decision making and laid the groundwork for an effective future implementation.
We helped an agricultural company select the best CPQ tool, with a structured analysis that aligned technology and business process to streamline offers without losing customization.
- Detailed diagnosis of commercial and operational processes.
- Accurate targeting of functional needs and objectives.
- Structured comparative analysis of market solutions.
- Alignment between technology, organization and sales process.
- Generation of strategic documentation useful for decision making.
