Who is Sectra?
Sectra is a leading global supplier of imaging IT solutions that support healthcare and help hospitals all over the world to improve efficiency and patient healthcare.
The challenge: Fast & accurate quotes
Sectra wanted to introduce a more customer-centric sales model, enhance the support provided to its sales team, and make the production of quotations easier for its growing catalogue of medical devices.
XaitCPQ was asked to provide a solution that would:
- Reduce the time taken to prepare and price quotations
- Seamlessly integrate with Microsoft Dynamics
- Allow the adoption of account-specific pricing
- Improve the accuracy of quotations.
- Improve the margin management process
- Ensure that only current products are quoted
It’s definitely a lot more efficient for us to be able to view what we’re quoting against specific opportunities. Previously we had to spend time digging through documents to find what we needed. Now it’s all in one place. It’s very well integrated.”
- Brian Maynard, operations manager
The solution: XaitCPQ helps to secure more orders
Introducing XaitCPQ enabled the sales team to quickly and easily build and accurately price complex solutions from within their existing Microsoft Dynamics CRM system. Rules and calculations were captured within XaitCPQ to prevent users from inadvertently offering obsolete products, incompatible items, or incorrect installation times.
The preparation of professional, compelling proposals was automated to ensure consistency across the whole organization without adding to sales team’s workloads - in fact, it freed up their time to be more productive.
Automate and Scale
After starting in the USA with its high running items, Sectra has successfully rolled out XaitCPQ to the rest of the world. Importantly, new solution sets can be added and tailored for local market differences.
XaitCPQ enables Sectra to incrementally enhance processes should bottlenecks appear. For example, it automatically calculates the time required for the installation of equipment and software, based on the products selected, to further reduce the sales cycle.
The pricing and margin information provided by XaitCPQ helps Sectra refine its offer and make compelling proposals.
XaitCPQ is intuitive to use and requires minimal time to learn, helping to achieve a rapid buy-in from the sales team.
Change and Disrupt
As Sectra continues to refine and enhance its customer-centric focus, XaitCPQ enables management to quickly test and introduce new ways of going to market. For example, a more efficient pricing system was introduced globally within a few weeks. No doubt further enhancements and changes will follow.
It’s definitely a lot more efficient for us to be able to view what we’re quoting against specific opportunities. Previously we had to spend time digging through documents to find what we needed. Now it’s all in one place. It’s very well integrated.”
- Brian Maynard, operations manager
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