Acrisure: Navigating Complexity in Quotation for Diverse Software Licenses
Each client's unique demands could now be translated into the system, generating accurate quotes that considered software licenses, durations, and cloud services. The intricacies of bulk pricing for licenses were seamlessly woven into the solution. Cetrix collaborated extensively with Acrisure to unearth every nuance of their diverse offerings, ensuring that the CPQ system was custom-fit to address their complex requirements. Integration of ZoomInfo, a powerful sales intelligence tool, added an extra layer of dynamism. This synergy empowered the sales team with comprehensive insights into potential clients, further enriching the quotation process.
This achievement wasn't limited to the technical realm alone. Alongside the technological advancements, the entire CRM process underwent a comprehensive redesign. This ensured a unified experience for both Acrisure's clients and internal teams, promoting cohesion and fluidity.
Practical outcomes spoke volumes about the success of the project. Quotation turnaround times saw a marked acceleration, leading to a substantial boost in accuracy. As a result, client satisfaction levels experienced a notable upswing. The project's success was a harmonious blend of technological innovation and human-centered design, encapsulating Acrisure's journey toward enhanced operational excellence.