From owner-dependent quotes to a scalable sales process

When quote knowledge sits with one person

Smego's quote process depended heavily on the owner. He knew the prices and understood how each quote needed to be composed. Although the relevant information was available in catalogues, much of the practical knowledge remained in his head. Salespeople could not prepare every quote independently, the turnaround was relatively slow and quotes were not always uniform.

First understand the process

We first went through an extensive analysis phase with Smego. We mapped how quotes were built, which information and questions were needed, how prices were determined, where upsell opportunities existed and how the final quote should be structured. We then translated that business knowledge into a web application.

A guided quote flow for every salesperson

The application guides salespeople step by step through a fixed flow. It asks the right questions, accounts for possible upsell opportunities, assembles the quote automatically, generates a PDF and lets the salesperson send it directly from the application.

Every salesperson can now prepare a quote independently. The process is faster, more uniform and more scalable, without the same dependence on the owner's individual knowledge.