Our client faced several challenges in managing its extensive portfolio of aluminum extrusion products, making product identification, sales execution, and quotation processes complex. They encountered several operational and sales process automation challenges:
- Complex Product Identification – Manual identification of section numbers, material codes, and product configurations increased dependency on internal teams and slowed sales activities.
- Inefficient Opportunity-to-Quote Process – Sales teams spent significant time searching for the right product configurations and preparing quotations, extending the sales cycle.
- Inconsistent Product Master Data – The absence of standardized product creation resulted in duplicate product records and inconsistent product information across systems.
- Disconnected System – Limited integration between product, customer, and opportunity data reduced visibility into customer requirements and sales opportunities.
- Limited Insights and Reporting – The lack of centralized reporting led to inefficient tracking of sales performance, monitoring pipeline health, and analyzing product demand.
- Product Search and Configuration
We developed advanced Section Search and FRP Search capabilities, enabling sales teams to quickly identify the right products using configurable search attributes. This reduced manual effort and improved the speed and accuracy of product selection.
- Automated Product Creation
Our team automated the generation of Q-Series, P-Series, Section Numbers, and Material Codes, while implementing controlled product creation with built-in validation rules.
- Connected Sales Operations
Integrated Salesforce Manufacturing Cloud with SAP to synchronize Product functionality. This created a unified view of customers and products to improve data consistency.
- Opportunity-to-Quote Process
The solution connected configured products directly to the quotation process, allowing sales representatives to generate accurate quotes more efficiently. By simplifying the end-to-end sales workflow, we helped reduce manual processing.
- Visibility and Performance Insights
To support data-driven decision-making, PROLIM implemented role-based dashboards, reports, and IVR integration, providing real-time visibility into sales opportunities, pipeline performance, product demand, and customer interactions.
- 70% reduction in product identification and configuration effort, enabling sales teams to locate the right products faster.
- 50% improvement in quotation turnaround time, allowing the organization to respond to customer requests quickly.
- 90% reduction in duplicate product records, achieved through standardized product creation and validation controls
- 35% increase in sales productivity, driven by streamlined opportunity management, simplified product configuration, and automated sales workflows.
- Improved master data accuracy and consistency through seamless SAP synchronization
- Enhanced pipeline visibility with centralized dashboards and real-time reporting
- Strengthened collaboration between sales and product teams, enabled data-driven decision-making by providing insights into product demand and sales trends.