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basecom_2

basecom

Osnabrück-based basecom GmbH & Co KG has been at the cutting edge of the digital age for over 15 years. From consulting, development and graphics to maintenance, the IT agency offers a full service covering all aspects of e-commerce, mobile apps, business software and websites.

As part of NOZ MEDIEN and IT agency for the Neue Osnabrücker Zeitung, digital publishing solutions have also been added to the service portfolio. Sales Manager Tobias Schlotter talks about his experiences with appero quote.

Challenge / Objective

Following the introduction of Salesforce, basecom simultaneously looked for a solution for opportunity and quotation management integrated into the CRM.
With the introduction of appero quote, all processes were to be handled and documented using a standardized system in order to work more efficiently in terms of time and costs.
basecom
"We are very, very satisfied and wouldn't want to be without the tool!"
Tobias SchlotterSales Manager
"At basecom, no quotation leaves the company without the use of quote 2.0."
Tobias SchlotterSales Manager
"Due to our individual offers, the creation in Word took at least 3 hours, for complex offers even up to 8 hours."
Tobias SchlotterSales Manager
"In addition, the very customer-oriented team at appero should not go unmentioned. Most of the wishes that basecom has expressed over the past two years have been implemented free of charge in one of the following releases."
Tobias SchlotterSales Manager

Task

Offers were previously created in Microsoft Word. This took a lot of time, especially due to their great diversity and individuality. Master data had to be laboriously copied and pasted and also updated manually.

The special requirements for the offer document itself were as follows:

  • Separate sections with their own logic for the product categories
    (e.g. services, licenses, hosting)
  • Automated table of contents with multiple hierarchies
  • Clear visualization of the services
  • Selection of options in the order placement

Solution

After the presentation of appero's solution in a demo, it was not only the appealing design but also the ease of use and speed that convinced us. Offers that have already been created can be used as templates at any time and enriched with so-called bricks - content modules - which also helps to save time.

The analyzability of the Salesforce products has also generated many positive side effects. For example, it is possible to systematically evaluate which product categories account for a significant proportion of incoming orders and the amount of discounts granted in each case.
"For medium-sized companies that send out more than one quote per week, appero quote is definitely worth it! We are very, very satisfied and wouldn't want to be without the solution integrated into Salesforce."
Schlotter_Tobias
SchlotterSales Manager