How a Multi-Market Service Company Streamlined Their Excel Quote Process

🚀 Still relying on Excel for field quotes?
This $8M service company found a better way.
 
Their challenge might sound familiar:
• Multiple markets, scattered pricing sheets
• Version control nightmares
• Hours spent on manual data entry
• Inconsistent proposals across regions
 
The solution? They ditched the spreadsheets for a centralized form-based system that:
✅ Updates pricing instantly across all markets
✅ Automates calculations
✅ Integrates directly with their CRM
✅ Maintains professional consistency
 
The result? They're scaling across states effortlessly, managing 13,000+ customers with standardized pricing and lightning-fast quote generation.
 
💡 Question for my network: What's your biggest pain point with field quoting? Share below!
 
Ready to transform your quoting process? Swipe through the carousel for key insights, or book a consultation to discuss your specific needs.
 
#BusinessAutomation #DigitalTransformation #SalesOptimization #NoCode #BusinessGrowth
 
Link to post: https://connex.digital/blog/how-a-multi-market-service-company-streamlined-their-excel-quote-process
Link to carousel: https://docs.google.com/presentation/d/1pIedq2R2_xWPcPfmqjzf4fmqAkeL46yITJiHHW_zzC8/edit?usp=drivesdk
 
ANDRÉS POST
Love what my team just shared about transforming field service quoting! 👆
 
Having worked with numerous service companies, this story particularly resonates with me. The move from Excel to automated systems isn't just about efficiency - it's about building a scalable foundation for growth.
 
What strikes me most is how this company turned their biggest obstacle (managing pricing across multiple markets) into a competitive advantage. They're now using the same system to:
 
• Expand into new territories seamlessly
• Maintain pricing consistency
• Reduce training time for new sales reps
• Project a more professional image
 
The best part? Their sales team now spends more time selling and less time wrestling with spreadsheets. That's what I call working smarter! 💡
 
👉 Check out the original post from Connex above for the full story and swipe through to see how we're helping companies make this transition.
 
Curious: What's holding your company back from making a similar transformation?
 
#SalesTransformation #BusinessAutomation #ServiceIndustry #SalesEfficiency #BusinessGrowth
 
CONSULTANT POST
Just saw an incredible transformation story on the Connex Digital feed that I had to share! 📊
 
Having worked with numerous service businesses, this one hits close to home. The company's journey from Excel chaos to streamlined success perfectly illustrates what's possible with modern automation.
 
What really caught my attention was how they solved the "spreadsheet sprawl" - you know, that moment when you realize your team is working from 15 different versions of the same pricing sheet! 😅
 
The key insight? It wasn't just about ditching Excel - it was about building a system that could:
• Scale across multiple states effortlessly
• Update pricing instantly for everyone
• Maintain consistency while handling complexity
 
What's fascinating is that this solution worked for a company managing 13,000+ customers. That's no small feat!
 
👉 Check out the original post from Connex to see the full story and transformation roadmap: [Tag Connex's original post]
 
Here's what I'm curious about: How many of you have experienced the "Excel sprawl" in your business? What's been your biggest challenge with field quoting?
 
#BusinessAutomation #OperationalExcellence #NoCode #DigitalTransformation