AI-Powered 3D Quoting Platform Boosts Dealer Sales by 68%
Customer Background
A prominent industrial manufacturing company based in the U.S. specializes in mezzanines, VRC lifts, safety guarding systems, and material handling solutions. They were grappling with increasing inefficiencies in their dealer quoting process. As their dealer network grew across the nation, the manual workflows made quoting slower, less consistent, and overly reliant on engineering support. To revamp their B2B sales enablement process and enhance quoting speed, accuracy, and dealer engagement, the company teamed up with Sigma Solve. Together, they developed an AI-driven, data-centric quoting platform that features real-time 3D visualization and integrates seamlessly with Salesforce CRM. This solution also added a robust data analytics layer to enhance pricing visibility, sales tracking, and decision-making throughout the dealer ecosystem.
Industry
Challenges
Despite having solid product knowledge and a well-established dealer network, the company’s traditional quoting process led to operational bottlenecks and limited insight into sales performance.
The main challenges they faced included:
- Manual quote generation takes 3 to 4 business days.
- Heavy reliance on engineering teams for configuration validation.
- Complex product configurations leading to pricing inconsistencies.
- Absence of interactive visualization tools for dealer presentations.
- Frequent fluctuations in material costs affect quote accuracy.
- Manual CAD drawing creation is delaying approvals.
- Limited visibility into the sales pipeline and quote analytics within Salesforce.
- No centralized data layer to monitor quote trends, dealer behavior, or pricing performance.
The Solution
Sigma Solve stepped in to help the organization trade in their cumbersome manual processes for a streamlined approach filled with automation, intelligence, and analytics with help of AI. This shift led to a scalable quoting ecosystem that not only enhanced the dealer experience but also boosted business visibility.
Here’s what we delivered:
- An AI-powered, configurable quoting engine featuring rule-based logic and predictive pricing models to enhance estimate accuracy.
- Interactive 3D product visualization using React Three Fiber, allowing for real-time customization of mezzanines, lifts, and guarding systems.
- A dealer self-service portal equipped with secure OTP authentication, quote tracking, and management of pricing tiers.
- Automated CAD and PDF generation to eliminate the hassle of manual blueprint creation and cut down on turnaround delays.
- Dynamic pricing synchronization through Google Sheets integration for up-to-the-minute updates on material and labor costs.
- Salesforce CRM integration to automate quote-to-opportunity workflows, providing better visibility into the sales pipeline.
- Data analytics dashboards to keep an eye on quote volume, dealer activity, conversion trends, turnaround times, and pricing patterns.
- A cloud-hosted AWS infrastructure that guarantees scalability, performance, and secure document storage.
This solution revolutionized the quoting process, transforming it from a manual sales workflow into a smart, analytics-driven digital platform that supports quicker decision-making and improved operational control.
The Outcome
By swapping out manual processes for an AI-driven quoting and 3D visualization system, the manufacturer saw a significant business impact in terms of speed, accuracy, dealer adoption, and sales performance.
The transformation resulted in:
- A 68% faster quote turnaround, slashing the time from 3–4 days to under 8 hours for standard configurations.
- Over 95% quoting accuracy, drastically cutting down on pricing errors.
- A 72% dealer adoption rate within just 6 months of launch.
- A 70% reduction in engineering workload for standard quotes, saving over 40 hours each week.
- A 22% boost in quote-to-order conversion rates.
- Enhanced pricing governance through real-time cost updates and standardized quoting rules.
- Improved pipeline visibility, ensuring a clearer view of sales processes.
- Got actionable insights into dealer activity, quote trends, and product demand.
- Made quicker, more confident decisions with interactive visualizations and self-service quoting.
A prominent industrial manufacturing company based in the U.S. specializes in mezzanines, VRC lifts, safety guarding systems, and material handling solutions were grappling with increasing inefficiencies in their dealer quoting process
Despite having solid product knowledge and a well-established dealer network, the company’s traditional quoting process led to operational bottlenecks and limited insight into sales performance, as well as taking long time with heavy reliance on engineering teams
Sigma Solve stepped in to help the organization trade in their cumbersome manual processes for a streamlined approach filled with automation, intelligence, and analytics with help of AI
They offered an AI-powered, configurable quoting engine, interactive 3D product visualization, a dealer self-service portal, an automated CAD and PDF generation, dynamic pricing synchronization, salesforce CRM integration and data analytics dashboards
The manufacturer saw a significant business impact in terms of speed, accuracy, dealer adoption, and sales performance
A 68% faster quote turnaround
Over 95% quoting accuracy,
A 72% dealer adoption rate
A 70% reduction in engineering workload
A 22% boost in quote-to-order conversion rates.
Enhanced pricing governance, improved pipeline visibility, and actionable insights into dealer activity, quote trends, and product demand.
Made quicker, more confident decisions
Client Testimonial
