Case Study: Verte Saves Time and Increases Win Rate with GleanQuote

Verte Saves Time and Increases Win Rate with GleanQuote

Verte, a supply chain technology company serving retailers worldwide, needed a better way to create quotes for modern buyers. Their existing CRM quoting tool could not handle their mix of platform modules, SaaS pricing, and transactional rates, and their manual process of building reports in Word documents and routing them across teams was slow and complicated.

With GleanQuote, Verte was able to separate quotes by product category, integrate them correctly with the CRM, and manage discounts and line-item changes more efficiently. GleanQuote significantly reduced quote preparation time, which helped increase wins, while also giving sales reps professional, standardized quotes and strong support during onboarding and customization.

Verte

Kasie Dailey

Marketing Operations Manager