| Client Info | Roof Coping Manufacturer| Nationwide Coverage | 100+ between employees and national distributor network |
|---|---|
| Challenge |
A more cost-effective and business-focused quote system. Each quote required two people, and they needed tech-savvy guidance. Capability to quickly fill key customer service positions with in-house product experts without compromising efficiency |
| Solution |
Implementation of a quote system connected directly to the company’s internal system, automating the process with one person instead of two. Note: Key customer service roles were filled immediately with ex-quote-makers |
| Results |
Operational savings over $250k USD annually Quote delivery times were cut in half Customer service expansion increased revenue by 35%. |
For over 70 years, they have been manufacturing roof edge metal, the first line of defense on roofs. On average, they ship edge metal products over 1,500 miles per year.
Due to their different markets, they need people who can travel to potential clients’ locations to take measurements and learn about each project’s details to give an accurate quote.
Their biggest challenge was to use technology to quickly and accurately collect and organize the information so they could tailor the quotes to each client.
Before we got involved as an IT partner, the quote-making process required the assistance of two people: one at the client location and the other at the manufacturing facilities. This action ensured them the capacity to generate an accurate quote to meet their potential customer’s expectations.
In addition, they needed to fill critical positions quickly in their customer service department. They didn’t have enough people to fill these positions, and hiring outsiders wouldn’t have helped because they needed product experts.
