{"id":48183,"date":"2026-09-10T09:49:36","date_gmt":"2026-09-10T07:49:36","guid":{"rendered":"https:\/\/www.orisa.de\/?page_id=48183"},"modified":"2026-09-10T10:27:15","modified_gmt":"2026-09-10T08:27:15","slug":"mobile-offer-sales-configurator","status":"publish","type":"page","link":"https:\/\/www.orisa.de\/en\/references\/mobile-offer-sales-configurator","title":{"rendered":"mobile offer GmbH"},"content":{"rendered":"
<\/div><\/div><\/span>

This is how the plumbing, heating and air-conditioning industry sells using mobile offer<\/em> \u2013 based on CREALIS\u00ae CPQ<\/h1><\/span>
<\/div><\/div><\/div>
<\/div><\/div>
<\/div><\/div><\/span>

To ensure the efficient digital management of the entire sales process, mobile offer GmbH relies on the integration of CREALIS\u00ae as a sales configurator for specialist plumbing, heating and air-conditioning businesses.<\/h2><\/span>
<\/div><\/div><\/div><\/div><\/div>
\"Set<\/span><\/div>

mobile offer GmbH<\/a><\/h2>
\n

mobile offer GmbH is a software provider for the plumbing, heating and air conditioning (SHK) trade. Using the two sales configurators \u2018mobile offer<\/i> go\u2019 and \u2018mobile offer<\/i> expert\u2019, tradesmen across Germany can produce reliable cost estimates and quotes ready for signing in just a few minutes, integrated with their existing trades software.<\/p>\n

Founded in 2009, the company brings together leading players in the SHK sector to form a high-performing network specialising in sales and configuration, and has relied on its partnership with ORISA as its software partner since the very start of its business operations.<\/p>\n<\/div>

<\/div><\/div><\/div><\/div><\/div>

THE TASK<\/h3><\/div>
<\/div>
\n

The SHK sector is under increasing pressure: rising customer expectations, a shortage of skilled workers and growing competition from online providers with strong sales capabilities are making efficient sales increasingly essential \u2013 and, at the same time, ever more difficult to achieve. Calculating quotations is particularly challenging, as tradespeople have to combine products and services from numerous manufacturers and wholesalers in a single quotation.<\/p>\n

Against this backdrop, it should be possible to draw up quotations more quickly and easily, even by less experienced staff, without compromising on quality and independently of individual skilled workers. Furthermore, the process should enable fully digital sales management, from initial contact through to a professional conclusion \u2013 regardless of how the customer initially makes contact with the craft business.<\/p>\n<\/div><\/div><\/div>

THE PROCESS<\/h3><\/div>
<\/div>
\n

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\u00ae forms a central component of the solution.<\/p>\n

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.<\/p>\n

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.<\/p>\n<\/div><\/div><\/div>

<\/div><\/div><\/div><\/div>
<\/div><\/div>
\"consultation<\/span><\/div><\/div><\/div>

THE OUTCOME<\/h3><\/div>
<\/div>
\n

The two configurator solutions, \u2018mobile offer<\/i> go\u2019 and \u2018mobile offer<\/i> expert\u2019, provide different approaches to digital quotation creation in the SHK trade. \u2018mobile offer<\/i> go\u2019 is designed for quick and easy use. Through a brief questionnaire with around ten questions, customers, fitters or office staff can create complete quotations in just a few minutes. The configurator can be integrated directly into a website or used internally as an \u2018app\u2019. This produces instantly usable cost estimates or quotation templates rather than non-binding budget estimates.<\/p>\n

mobile offer<\/i> expert complements the process for experienced users such as project managers, master craftsmen or business owners. Cost estimates created with mobile offer<\/i> go can be imported, checked, adjusted and finalised into quotes ready for signing. Similarly, complex and bespoke projects can be edited directly in mobile offer expert. Digitalisation professionalises sales, standardises processes, reduces errors, eases the workload on specialist staff and improves response times and conversion rates. All quotation data \u2013 including texts, items and quantities \u2013 is transferred digitally to the trades software, where it is processed further for purposes such as ordering and invoicing.<\/p>\n

Both solutions are fully customisable: items, bills of materials, prices, labour minutes and text can all be managed on an individual basis. The result is not a rigid solution, but a system tailored to the business\u2019s processes and services. The extensive customisation options combined with centralised management are a particular strength of the solution implemented by CREALIS\u00ae.<\/p>\n<\/div><\/div><\/div>

THE OUTLOOK<\/h3><\/div>
<\/div>
\n

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.
\nThe 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.<\/p>\n

Thanks to its flexible and scalable architecture, mobile offer<\/i> 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 \u2013 such as discount options with simultaneous contribution margin checks running in the background. At the same time, integration with tradespeople\u2019s 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.<\/p>\n<\/div><\/div><\/div>

<\/div><\/div><\/div><\/div>
\n
With mobile offer, we are revolutionising sales in the plumbing, heating and air conditioning trade \u2013 from the initial contact right through to a quote ready-to-sign. CREALIS\u00ae provides us with a reliable technological foundation for implementing and continuously developing this vision to the highest technical standards, in a future-proof manner and with the greatest possible autonomy.<\/span><\/i><\/span><\/q><\/div>\n
\n
<\/small>- Axel Dittmann, Managing Director, mobile offer GmbH<\/span><\/small><\/div>\n<\/div>\n
\n
<\/div>\n<\/div>\n<\/div>
<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>

Project in numbers<\/h2><\/span>
<\/div><\/div><\/div>
<\/div><\/div>

12.500<\/h2><\/div>
<\/div>
\n

Bills of materials in the configurator<\/p>\n<\/div><\/div><\/div>

54.000<\/h2><\/div>
<\/div>
\n

Sub-items<\/p>\n<\/div><\/div><\/div>

> 90<\/h2><\/div>
<\/div>
\n

Partners from industry, the wholesale sector, trade associations and software companies<\/p>\n<\/div><\/div><\/div>

<\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>

THE CUSTOMER BENEFITS AT A GLANCE<\/h3><\/span>
<\/div><\/div><\/div>
  • <\/i><\/span>
    \n

    Faster and more accurate quotation preparation<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Coverage of all contact channels and faster response times<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Pre-qualification of enquiries and a higher conversion rate<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Reduced reliance on experienced specialists<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Independent of manufacturer, flexible and customisable<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Professional, scalable sales with personalised, local customer support<\/p>\n<\/div><\/li><\/ul><\/div><\/div>

    \"device<\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":7,"featured_media":48180,"parent":11721,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"class_list":["post-48183","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/48183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/comments?post=48183"}],"version-history":[{"count":5,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/48183\/revisions"}],"predecessor-version":[{"id":48203,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/48183\/revisions\/48203"}],"up":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/11721"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media\/48180"}],"wp:attachment":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media?parent=48183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}