Case Study: Effizency improves quotation accuracy and speeds proposal creation with TrueContext

Effizency + ProntoForms software enables selling of energy solutions

Effizency, an all-in-one quotation and sizing solution for energy services providers, was facing a disorganized and error-prone process for analyzing and selling energy projects. Their previous solution for customer site surveys was not fully integrated, preventing seamless data movement and making it difficult for their customers to autonomously build forms. This challenge led them to seek a new vendor, and they selected the TrueContext (ProntoForms) platform for its data collection capabilities.

By implementing TrueContext's white-label solution, Effizency automated its quotation validation process and seamlessly integrated field data into its sales platform. This eliminated manual data entry errors, decreased the time to generate proposals, and resulted in more accurate and predictable estimates for their users. The solution provided a higher quality of service for sales managers and installers and allowed Effizency's clients to quickly onboard and build forms.

Effizency