Construction of a quotation system for BtoB equipment manufacturers
Construction of a quotation system for BtoB equipment manufacturers
Construction of a quotation system for BtoB equipment manufacturers
Based on confidentiality obligations, the images displayed on this page are for reference purposes.
Based on confidentiality obligations, the images displayed on this page are for reference purposes.
DURATION
19 months
19 months
INDUSTRY
Manufacture
Manufacture
System Development
System Development
System Development
3D design
3D design
3D design
DX
DX
DX
Sales efficiency
Sales efficiency
Sales efficiency
Accumulation system
Accumulation system
Accumulation system
Summary
In this project, we digitized the product introduction and estimation process that had previously been conducted through paper catalogs and PDFs, creating a web application that allows customers to select the best products for their needs on the web and complete their estimates. Additionally, by integrating the estimation information into the sales system, we significantly improved the efficiency of the sales team's response. We also incorporated a 3D preview feature for product layout simulation, providing a more intuitive product selection experience. This project provided comprehensive support from requirements definition through design, implementation, and maintenance.
In this project, we digitized the product introduction and estimation process that had previously been conducted through paper catalogs and PDFs, creating a web application that allows customers to select the best products for their needs on the web and complete their estimates. Additionally, by integrating the estimation information into the sales system, we significantly improved the efficiency of the sales team's response. We also incorporated a 3D preview feature for product layout simulation, providing a more intuitive product selection experience. This project provided comprehensive support from requirements definition through design, implementation, and maintenance.
20%
Reduction of working hours in the sales organization
20%
Reduction of working hours in the sales organization
20%
Reduction of working hours in the sales organization
+134%
Number of estimates
+134%
Number of estimates
+134%
Number of estimates
Challenge
Clients have traditionally used PDF format product catalogs to interact with customers, making it difficult for users to find suitable products among a vast amount of product information. As a result, sales representatives needed to repeatedly conduct individual hearings and product proposals, which required significant time and resources for creating estimates. Additionally, there were challenges in conveying the physical size of the products and installation images, highlighting the need to enhance customer understanding and improve the accuracy of business discussions.
Clients have traditionally used PDF format product catalogs to interact with customers, making it difficult for users to find suitable products among a vast amount of product information. As a result, sales representatives needed to repeatedly conduct individual hearings and product proposals, which required significant time and resources for creating estimates. Additionally, there were challenges in conveying the physical size of the products and installation images, highlighting the need to enhance customer understanding and improve the accuracy of business discussions.
Approach
We first carefully listened to the characteristics of the customer's product range and the sales flow, organized the structure of the issues, and formulated the requirements definition together with the client. Based on that, we designed a selection logic that allows users to narrow down the optimal products according to their usage and conditions, and developed a web application that anyone can use to find products without confusion. The content of the estimates is seamlessly linked to the sales support system, enabling a smooth progression of subsequent sales activities. Furthermore, through the 3D preview function, users can confirm the layout images and dimensions of products, creating an experience that supports customer decision-making. We built a new process that is efficient and satisfying for both sales and customers.
We first carefully listened to the characteristics of the customer's product range and the sales flow, organized the structure of the issues, and formulated the requirements definition together with the client. Based on that, we designed a selection logic that allows users to narrow down the optimal products according to their usage and conditions, and developed a web application that anyone can use to find products without confusion. The content of the estimates is seamlessly linked to the sales support system, enabling a smooth progression of subsequent sales activities. Furthermore, through the 3D preview function, users can confirm the layout images and dimensions of products, creating an experience that supports customer decision-making. We built a new process that is efficient and satisfying for both sales and customers.
© 2025 Phinx,inc.
Let’s talk.
If you have any problems with IT, design, marketing, or recruitment, please feel free to consult us.
Quick Response
We typically respond within 1-2 business days.
Clear steps
We will provide specific next steps and a clear estimate.
Let’s talk.
If you have any problems with IT, design, marketing, or recruitment, please feel free to consult us.
Quick Response
We typically respond within 1-2 business days.
Clear steps
We will provide specific next steps and a clear estimate.
© 2025 Phinx,inc.
Let’s talk.
If you have any problems with IT, design, marketing, or recruitment, please feel free to consult us.
Quick Response
We typically respond within 1-2 business days.
Clear steps
We will provide specific next steps and a clear estimate.