EVIA IPGet Started
Back to Case Studies

Sales & Project Design (Automation)

Sales processes, project design and technical documentation

PROCESS APPS USED

CRM→
Customer Relationship Management
Enhanced customer engagement and sales tracking for increased revenue
Sales→
Sales & Quotations
Automated quotation generation and sales process management for faster deal closure
PDM→
Product Data Management
Centralized product development and engineering data for faster time-to-market
DMS→
Document Management System
Secure document storage and retrieval for improved compliance and efficiency
Integration API→
Integration API
Seamless connectivity with existing systems for unified operations

Build Your Implementation Plan

Start with the Process Apps from this case study pre-selected. Customize your selection, add more modules, and generate a comprehensive PDF implementation plan for our meetings.

Open Implementation Matrix

Automation Solutions Provider Streamlines Sales to Delivery

Challenge

Automation systems provider needed better coordination between sales, technical design, and project delivery, with complex quotations based on technical specifications.

Solution

Implemented EVIA IP with CRM for customer management, Sales module for quotation generation based on technical standards, PDM for project design documentation, and seamless integration with existing ERP system.

Results

  • •55% faster quotation generation
  • •40% reduction in design errors
  • •Improved collaboration between sales and technical teams
  • •30% increase in project profitability
Start Your TransformationView Other Industries