How We Helped
We developed a quote app that provides a harmonious process for both customers and sales representatives. We built a web-based application within their website. Sales representatives are able to view the details of a customer’s purchase through this quote app.
Prior to the app, quotes were produced ad hoc by representatives throughout the country, leading to an inconsistent and unreliable process. The sales representatives were using Excel spreadsheets, emails, Word documents, or PDFs. Files were being emailed back and forth and it was difficult for them to keep track of quotes. We eliminated all of those problems by creating the website application.
Now there is a secure login and granular access control per individual user. It is a more convenient and user friendly process. The order information is up-to-date and quotes for the order can be previewed in real time. Users can also preview the quote and change / customize the order before submitting it.
This new application allows EcoStar to be pioneers and provide more solutions and less problems.