Case Study: Road Machinery achieves rapid, error‑free quoting and improved customer satisfaction with Experlogix

Leading Construction, Mining and Foptimizes Sales Processes with Experestry Equipment Dealer Orlogix CPQ

Road Machinery, a heavy equipment dealer serving thousands of customers across four western U.S. states and Mexico, struggled with a growth-driven breakdown in its quoting process. Salespeople built inconsistent, error-prone quotes from Excel, Word and old templates while an early ERP offered limited configuration and Dynamics CRM was underused, making quotes slow and difficult to manage or share.

By implementing Experlogix CPQ tightly integrated with Dynamics CRM, Road Machinery centralized product data, added guided checklists and process flows, and made quotes clickable and consistent. The result: quote time fell from 30+ minutes to about five, quoting capacity tripled, errors were virtually eliminated, margin visibility and rebate accuracy improved, CRM adoption increased, and the company is now positioned to offer customer self-service quoting.

Road Machinery

David Lewenthal

Corporate IT Director