Challenge

• A real estate agency sells prefabricated houses
• During the pitch, the sales rep discusses the various options with the potential client
• After the pitch, he has to summarize his handwritten notes and will calculate an offer within two weeks after the conversation

Solution

• An integrated application allows to maintain all options and configurations in an Excel sheet
• During the conversation, an Excel application shows all valid options using forms
• The client can always see real-time the total sum of his choices and receives a preliminary proposal immediately at the end of the meeting

Benefits

• Increased sales conversion rate due
  to accelerated proposal submission
• Significant time and work savings
  due to automated proposal creation
• Easy maintainance of the underlying product configuration options so the software can be kept up to date

Screenshot

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