Case Study: TA Instruments achieves centralized, consistent global quoting with QuoteWerks

Global Enterprise Seeks Quoting Solution That Provides Effective Centralization While Integrating With SalesLogix

TA Instruments, a global provider of thermal analysis and laboratory measurement instruments with 12 sales offices worldwide and planned expansion into Latin America, needed a quoting solution that could integrate with its SalesLogix CRM and balance centralized control with local flexibility. The company relied on Excel templates that were hard to manage across regions, so its key challenge was to centralize pricing and quote management while still supporting customizable, region-specific quoting.

Partnering with Aspire Technologies to deploy QuoteWerks Professional with remote site and user licenses delivered SalesLogix integration, centralized product/pricing administration, customizable quote layouts and consolidated PDF output with spec sheets. The result was a streamlined, consistent quoting process that ensures accurate CRM data capture, reduces time spent on quote preparation, and lets sales teams focus more on customer needs.

TA Instruments