Case Study: BrightLight achieves 90% faster quoting and near-elimination of data-entry errors with QuoteWerks

How he was able to enhance his workforce productivity by using the powers of ACT! and QuoteWerks to manage the quote-to-sale process

BrightLight LED Lighting Solutions, an Auckland and Christchurch–based LED wholesaler with a 10-person team, had centralized customer records in Sage ACT! but still relied on manual Excel-based quoting. Staff had to search catalogs, type item details and attach documents by hand, which caused pricing and product errors, slow retrieval and limited visibility—so they sought a quoting solution that integrated with ACT! and reduced human error.

They implemented QuoteWerks with installation and setup support from Xact Software, enabling contact data to be pulled from ACT!, quotes to be linked to opportunities, and features like bundles, images and revisions; they later added Xact Link for MYOB integration. The team now uses QuoteWerks daily (1000+ quotes), cutting quote preparation, management and filing time by about 90%, virtually eliminating data-entry errors, improving visibility and quote-to-sales tracking, and paying back the project within 12 months.

BrightLight

David Powley

General Manager