- ProblemQuotes took the sales team hours every day. What was discussed with the customer did not always reach the installer.
- BuiltOne intelligence layer within the existing tools: quotes, follow-ups, work orders, scheduling and service tickets.
- Results85 instead of 53 quotes per month, a draft in 3 minutes instead of 9 hours, 0 unnecessary return visits.
Too much time on quotes, too little on conversations
The sales team spent hours every day preparing quotes manually. That left less time for sales conversations, and quotes sometimes reached potential customers too late.
Information from customer conversations also did not always make it from sales to installation. Installers lacked the details they needed to prepare properly. This led to mistakes on site, extra return visits and unnecessary costs.
One intelligence layer across the company
We built one intelligence layer across the company. It gathers relevant information from existing communication channels, flags missing details and helps prepare quotes automatically.
All relevant installation information is stored and made available to installers. What was discussed with the customer reaches the job site.
From conversation to installation
- 01
Customer conversation
The salesperson discusses the customer's needs and situation.
- 02
Agreements recorded
The information discussed stays available in the customer record.
- 03
Draft quote ready
In around 3 minutes, instead of an average of 9 hours.
- 04
Installer prepared
Agreements and job details are available during installation.
Less admin for the salesperson. Faster quotes. Less information lost in the handover to installation.
More quotes, sent out sooner
The same people, the same tools. The difference is what happens automatically after the conversation.
- 85quotes per month instead of 53, without additional administrative staff
- 32 hoursless manual quoting work per month, as draft quotes are prepared from customer conversations
- 3 minafter the conversation, the draft quote is ready, instead of 9 hours later
- 0unnecessary installer return visits per month, instead of around 3
Previously 53. Without additional administrative staff.
Paid leads get the follow-up they need
After a call, the outcome is recorded. The sales team can see which customers need a call back or further follow-up, with the next step immediately clear.
Every customer visible. Every next step clear.
Example data| Customer | Status | Next step for the salesperson |
|---|---|---|
| L. van Dalen | Quote sent | Call to discuss the quote |
| S. Vermeer | Consultation completed | Review and send the draft quote |
| M. de Bruin | Installation question | Answer the question and agree on next steps |
| A. Jansen | Awaiting financing | Check whether financing has been arranged |
More time for the owner to work on the business
The owner previously received 13 calls a day with questions and had little time for his most important work. Customer questions are now handled centrally as tickets by the service team. Customers get help while the owner has time to work on the business.
One dashboard in the office, one app for the installer
Sales and office staff work in one dashboard: today's conversations, quotes needing follow-up, jobs to schedule and service tickets. Field staff use a phone app with the appointment, site survey and a work order with photos and a signature for each job.
Step by step into everyday use
Gather context & set up
The team's workflows, existing systems and information needs are the starting point.
Build each application
From quotes to work orders: each application fits the work the team already does.
Test before use
We check that the information is correct and the application works in day-to-day practice.
Roll out & keep monitoring
We introduce applications one at a time, monitor their performance and improve them where needed.
The system saves us so much time every day. I used to have to prepare ten quotes in the evening. Now they have already been sent. Customers even compliment us on how fast we are.Owner, FreekEnergy
