Siloed workflows and a one-way data sync caused the system to generate contradictory client proposals, ultimately breaking trust instead of driving revenue
Features bidirectional syncing to ensure the database gets smarter with every use
Allows quoting and capital planning to cross reference the same equipment records, catching conflicts before they reach the client
Utilizes clean data to offer smart defaults, predictive win scoring, and equipment upsell recommendations
This case study is a work in progress. Additional work will be added soon