Use Cases / Steel and Mining

Steel and Mining

Simplifying and Transforming Sales Operations Process for a Steel Manufacturer

Industry

Steel and Mining

Product Category/Application

Category/Application: Sales & Supply Chain Execution

User

Quotation Specialists, Business Development Manager, Management Team, Supply Chain Buyers

Objective

For sales operations, eliminate bottlenecks, streamline the request for quotation (RFQ) process, enhance customer engagement, and improve internal coordination.

Summary

While not having any system to create and manage complex quotations for large projects, a steel manufacturer was having too many bottlenecks in its sales operations that hindered customer pricing, engagement and managing coordination with its mills. With Equipt’s Sales and Supply Chain Execution Integrated Module, the business development (BD) managers are not just able to streamline their sales processes and track job opportunities, but ensured faster and accurate quotation to customer accepatance. The platform enables efficient gathering of customer data, tracking leads, and formulating customer/project strategies. Complex global project quotations are expedited through automation, freeing up valuable time for the sales team. It also enables the team and management to perform comprehensive sales project management, offering clarity to the management on ongoing activities. Global BD managers are able to enter RFQs in any format with pre-populated fields that further accelerate their response time, ensuring a competitive edge and improving customer engagement.

The BD teams are able to do the following tasks:
Gather and Store Customer Data and Quote Details

Enables the sales team to track leads, opportunities, and customer/project strategies efficiently, enhancing customer engagement and sales effectiveness.s

Create Complex Quotation Quickly

Expedite the creation of complex quotations for global projects through automation, saving valuable time for the sales team and improving response time to customers.

Improve Sales Project Management

Facilitates comprehensive sales project management, providing clarity to management on ongoing activities, resource allocation, and sales performance.

Enter all RFQ formats

Integrate and enter RFQs in any format with pre-populated fields, further accelerating response time and improving customer engagement.

Outcome

The steel manufacturer BD teams achieve

Improved customer engagement and satisfaction through efficient data gathering and project strategies

Enhanced sales team productivity and efficiency through automated quotation processes

Comprehensive visibility into ongoing sales projects and performance for better decision-making

Competitive advantage in the market through shortened response times and streamlined operations

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