Automated Quoting Process
Overcome the overwhelm of billing and quoting
We guide you through the details of your existing systems to understand what's available to you, what you're using, and how to maximize the value, as well as change how you utilize the tools.
How it Works:
- Instant, Configured Quotes: We automatically pull in all necessary information—product configurations, pricing, and terms—to generate a complete quote in seconds. It eliminates the need for manual data entry and complex calculations, significantly reducing errors.
- Streamlined Approvals: Forget long email chains for approvals. Our system routes quotes that require review to the right stakeholders instantly, and can even auto-approve deals that fall within predefined thresholds, speeding up the sales cycle.
- Dynamic Proposals: The AI can dynamically personalize the content of a quote based on the client's industry, company size, and specific needs. This makes every proposal feel tailored and professional, speeding up your response time.
Key Benefit:
- Map out your business needs and evaluate your bill for any resources that you are not using.
- We work with you to make the necessary changes for optimization, or we can do them for you.
- We shorten your sales cycle and improve your closing rate by providing your team with the tools to deliver fast, accurate, and impressive quotes every time.
- Stop losing deals to slow quoting processes. Our AI quoting module transforms your quote-to-cash workflow, making it faster, more accurate, and profitable.
Our Cost Optimizations engagements are typically billed hourly as the complexity of your services will dictate how much time is necessary to fully assess your setup. Schedule your Cost Optimization session now.
Based on your needs and priorities, we can also provide you with project-based engagements such as a Productivity Software Assessment.
Clients we've helped, problems we've solved
Amazon Webservice Audits
Our client approached us about reducing their AWS bill from $300-350 a month. Eric reviewed all resources and why they were being used. He was rapidly able to identify approximately $90 in monthly savings.
- Over 2 years worth of daily backups were identified and could be safely deleted.
- Development apps were running when not in use.
- They rescinded an Amazon Developer Support plan that they did not know was there and were not using.
We helped our client significantly reduce their bill as a result of the audit and believe that with some additional effort to restructure their data organization, server costs could be minimized as well.