Case Study: a multinational corporation streamlines sales quoting with TEAM IM

Multinational Corporation - Customer Case Study

The customer, a leading international technology company, faced an inefficient sales process. Its team was creating quotes using error-prone, homebrewed Excel spreadsheets, which lacked collaboration and consistent workflows. To address this, the company engaged vendor TEAM IM to help develop a new sales quoting tool based on the JourneyApps platform.

TEAM IM developed and implemented a JourneyApps-based Sales Quoting tool that centralized product and pricing management and streamlined the entire quote generation and approval process. The solution eliminated the use of Excel, significantly reduced errors, and crucially allowed external sales users to participate. This optimized the sales workflow, enabling a swift turnaround of client requests. TEAM IM delivered the project through agile weekly sprints and provided ongoing enhanced support for the platform.