This is how the plumbing, heating and air-conditioning industry sells using mobile offer – based on CREALIS® CPQ

In collaboration with ORISA, a configurator solution was developed that offers a high degree of autonomy and flexibility. The key advantage is that the system can be managed without continuous support from programmers. CREALIS® forms a central component of the solution.

Prior to digitalisation, the manual preparation of quotations in SHK craft businesses took between one to three hours and resulted in processing times of three to fourteen days. Customer requirements were first noted down, and quotations were then drawn up in the office. Adjustments and order placement were usually only possible at a follow-up appointment. The result: long response times and a high degree of dependence on experienced specialist staff.

Today, complete cost estimates or quotations ready for signing are produced within five to twenty minutes of the initial contact, regardless of the method of contact. Prices, services and alternatives are immediately transparent and can be tailored to customer requirements. End customers can initiate the process themselves via the website and generate complete cost estimates without the need to involve staff. Enquiries can thus be processed more quickly and pre-qualified at the same time. The workload and turnaround times are reduced, as is the reliance on experienced specialists.

The increasing digitalisation of the skilled trades sector, coupled with the ongoing shortage of skilled workers, will further boost demand for standardised and automated sales processes.
The increasing digitalisation of the skilled trades sector, coupled with the ongoing shortage of skilled workers, will further boost demand for standardised and automated sales processes.

Thanks to its flexible and scalable architecture, mobile offer provides the foundation for integrating further manufacturers, product ranges and additional digital sales processes in the future. These include, for example, the configuration of maintenance and services, as well as other functions that open up additional opportunities for sales staff to close deals immediately during customer meetings – such as discount options with simultaneous contribution margin checks running in the background. At the same time, integration with tradespeople’s ERP systems is being consistently deepened and the use of AI-supported functions further expanded. Together with partners from the trades, industry, wholesale, software development and other key players in the sector, mobile offer is to be continuously developed in this way, helping to continually improve and further digitise sales in the SHK sector.