Residential elevator sales and quoting system
A clearer way to manage customer opportunities, options, pricing, approvals, documents, and job visibility.
The Situation
A business was managing sales activity, product options, pricing, quote documents, approvals, and follow-up steps through manual or disconnected processes. Important information could be difficult to find, and the quote process depended heavily on user memory.
The Process
The workflow was mapped from lead intake through quote creation, approval, document generation, signature support, and job handoff. The goal was to reduce repeated entry and give users a simpler path through complex configuration work.
The System
The system included CRM records, guided quoting, product and option rules, automated totals, approval routing, quote document generation, e-signature support, job visibility, and a simplified interface for sales users.
The Outcome
The result was a more consistent quoting process, clearer approval workflows, reduced repetitive entry, and better visibility into customer and job status. No numeric ROI is claimed here because the case study is focused on the system design and business workflow.
Technologies Used
Salesforce, custom automation, reporting, document generation tooling, e-signature support, and deployment documentation. Platform choices can change based on the business, budget, and workflow.