All work
CRMEngineered-to-orderQuoting

Technical B2B sales engine

+27%Quote Win Rate
−60%Quote Turnaround
100%Approval Audit
LEADQUOTEAPPROVALORDERMGRFINANCEWIN RATEQUOTE-TO-ORDER PIPELINE
The build

Technical B2B sales engine

01 — The Problem

What was breaking

An engineered-to-order manufacturer ran a long, technical sales cycle on a consumer-grade CRM that couldn't handle multi-level quoting or approvals.

02 — The Approach

What we engineered

We built a quote-to-order engine around their real approval hierarchy, with configurable product logic and full visibility into every open opportunity.

03 — The Outcome

What changed

Quote win rate climbed 27% and sales engineers stopped fighting the tool.

+27%Quote Win Rate
−60%Quote Turnaround
100%Approval Audit
APPROVAL HIERARCHY
WIN-RATE TREND

Representative blueprints — real client screenshots shown under NDA on request.