Pricing Approval Requests
Find out how Integrify makes it possible to support turnaround of pricing requests from its sales teams.
As the company grew at a rapid pace, it was challenged by an increasing need to track the progress of a number of different processes, including first and foremost its pricing request process. Responding to pricing requests in an efficient and timely manner was critical to meeting customers' needs and to growing the company's customer base. Company offices span several locations. Employees send pricing requests by email and telephone creating confusion. Support teams then must evaluate and forward the request to the correct group. Each location has a unique set of service offerings, making pricing requests difficult to assign to the proper party. The process is slow, inefficient, prone to mistakes, and hard to track.
Using Integrify, the processes are now completely automated. Employees use a PC Web browser to submit and check on the status of pricing requests. They know who is handling the request and who approved it. The application uses business rules to determine the persons responsible for the approval and routes the request automatically through the proper approval channel. The support team and the requester are automatically notified of the approved request.
The company assigns process administrators to Integrify to implement the process rules and any forms that will be used to gather information. Integrify automatically executes the web and email approval notifications to the appropriate personnel, reducing the chances of confusion while maintaining the current status of the request. For example, the company's sales team deals primarily with custom pricing, so almost every time a potential customer inquires about the cost of a product or service, salespeople submit individual requests for customized solutions. Previously, these requests were submitted via email, and tracking the requests through the system, turning around requests in a timely manner, and the risk of requests dropping through the cracks were growing concerns of the increasingly busy sales team.
The company's employees greatly approve of the new system because of its high level of accountability. They are confident that requests won't get lost in the system and will be processed efficiently, and that they have access to tracking the progress through every step in the system.