Case Study: Reliance Home Comfort achieves $250,000 annual savings and streamlined, error‑free quoting with Experlogix

Company improves process efficiencies, eliminates errors, and enhances perception of professionalism

Reliance Home Comfort, a Canadian provider of heating, air conditioning and water‑heating systems with 1,500 staff and a 75‑agent field sales force, needed to modernize a quote process that relied on binder catalogues. The manual approach was inefficient, error‑prone and undermined the company’s goal of projecting greater professionalism, while also requiring a solution that would integrate with its existing Microsoft Dynamics CRM and data‑center requirements.

Reliance deployed the Experlogix configurator tightly integrated with Dynamics CRM/ERP, enabling agents to configure compatible system options on tablets during in‑home visits and convert accepted quotes directly into orders. The on‑demand pilot migrated seamlessly to an on‑premise setup, is maintained by business users, and delivered about $250,000 in estimated annual savings through efficiency gains and error reduction, alongside stronger customer feedback and improved agent professionalism.

Reliance Home Comfort

John Pavkovic

Director of Technology Solutions