Case Study: BGE HOME digitizes HVAC sales, boosting close rates and efficiency with Cincom CPQ

HVAC and Boiler Sales Move to the Cloud

BGE HOME, a Baltimore-based home services company specializing in HVAC, plumbing and electrical, was hampered by a paper-dependent sales process: reps carried printed Excel spreadsheets, took paper orders in customers’ homes, and relied on manual ERP entry back at the office. The company needed a cloud-connected quoting solution that would integrate with Microsoft CRM and work offline with reliable re-syncing to produce professional, at-the-point-of-sale quotes.

BGE HOME selected Cincom CPQ, which bolted onto their Microsoft CRM, provided offline capability with re-sync, and digitized point-of-sale rules and documents. The implementation delivered faster, more professional in-home presentations, easier onboarding for new reps, fewer errors and improved operational efficiency and sales performance, with plans to expand CPQ to other lines of business.

BGE HOME

Keith Brierley-Bowers

Director of Business Processes