Case Study
VISOgraphic Optimizes the Visibility and Communication of Sales Information with the Monarch Portal
Limited access to information, incomplete RFQs and a lack of consistency were keeping the sales and estimating teams at VISOgraphic from reaching their true potential. The time between a customer requesting a quote to when they had an estimate in their hand varied greatly, depending on the customer, salesperson and familiarity of the type of request. When the sales team was out talking to customers, reps often did not have all the information they needed to have informed conversations. Information about things like current and past orders, pricing, job statuses and requirements for complete RFQs was back at the offi ce and they did their best to get it right. The eff ects of this lack of access to information were compounded when RFQs reached the estimating department. RFQs