Sales Director, XaitCPQ (London)
Penlon's quoting process presented a variety of challenges to both sales and admin teams, as well as management.
Sales Team Management
Historically, Penlon’s sales team created quotes using Excel spreadsheets. This posed multiple challenges, including...
Getting quotes approved, and approved on time, was quite challenging"
-Tony Serratore, Head of IT
Penlon came to the realization that they needed a highly available quoting system that would allow them to transfer their Excel spreadsheets – as a first phase – into a more intuitive, easy-to-use, and accessible system.
Their goal was to find a solution that would speed up the quoting process, eliminate errors and omissions, and ensure control and consistency in funnel management.
XaitCPQ stood out as the best quoting system that fit their unique requirements.In addition, Penlon looked for a solution that would allow them to increase their quoting capacity. They wanted their Regional Sales Managers to actually produce the quotations. That meant they needed a mechanism where they could quickly produce quotes. By doing so, hopefully, more quotes would be produced.
How has Penlon’s quoting process fared so far after adopting XaitCPQ? As mentioned before, the company needed a quoting system that would help them empower their sales team and eliminate errors and emissions, ultimately increasing their quoting capacity.
With XaitCPQ (...) it kind of makes our sales team 24/7 operational, really. They can create a quote anytime, in any place, on any device”
- Tony Serratore, Head of IT