Case Study: a US HVAC manufacturer accelerates quote management and boosts wins with Iflexion’s Salesforce CRM

HVAC Manufacturer cuts quote approval time to hours and wins 30% more deals with Iflexion

The customer, a US manufacturer of customizable HVAC equipment, faced challenges with inefficient, outdated sales tools that led to poor data centralization, missed opportunities, and a lengthy quote approval process. They engaged vendor Iflexion to implement a customized Salesforce CRM solution to address these issues.

Iflexion tailored Salesforce CRM and CPQ to manage both on-site and field sales teams, implementing features like a mobile CRM, a custom quote calculator, and automated approval workflows. The results were significant, including a reduction in quote approval time from days to hours and a 30% increase in won opportunities. Iflexion's solution provided the centralized, transparent data management the customer needed for growth.