Case Study: Automated Soft Quote Generation
Writer: Tekgenio Writer
Header: Giammarco Boscaro via Unsplash
Project Overview
Modularex is a robotic automation company dedicated to providing automation solutions across various industries. Their mission is to simplify, accelerate, and enhance the profitability of robotic automation adoption. The primary objective of this project is to offer a comprehensive comparison between automated and manual processes within a soft quote. By demonstrating potential cost savings and return on investment (ROI), customers can make informed decisions about investing in automation over manual labor.
Implementation Summary
- Customer requirements are captured through the website via API and automatically registered as a lead in Odoo CRM.
- Once a lead is created, machine and labor costs are analyzed, allowing for a direct comparison between manual and automated labor expenses.
- The system calculates total machine and labor costs, providing a long-term ROI estimation and offering customers clear visibility into potential savings.
Key Challenges
- Capturing and updating customer inputs from the website via API, including modifications to previously submitted data.
- Performing complex internal calculations to generate accurate cost comparisons.
- Displaying real-time data to customers after submission for immediate insights.
Our Solution
- API Development: Implemented APIs to capture lead/opportunity details in Odoo, assigning a unique code to each customer.
- Dynamic Data Updates: Using the unique customer code, the system matches and updates input data within the existing Odoo records.
- Automated Calculations & Visualization: Upon data updates, the system performs specific calculations, generating both graphical and numerical representations in real time. These insights are accessible via the website frontend and Odoo backend as a soft quote.
- Comprehensive API Suite: Developed separate APIs for record creation, updates, and real-time computation, ensuring seamless integration and accurate representation of cost comparisons.
Results
95% Accuracy in Real-Time Cost Comparison & ROI Visibility
The implementation delivered high-impact results for Modularex, setting a new standard in automation quote generation and customer transparency.
95% Excellence in Cost Accuracy
The system achieved a 95% accuracy rate in calculating and displaying comparative costs between manual and automated labor, significantly improving decision confidence for prospective clients.
80% Reduction in Quote Generation Time
Automated workflows replaced manual estimations, cutting down quote preparation time from hours to minutes.
3x Increase in Qualified Lead Conversions
The real-time ROI visualization led to a 3x rise in conversions from soft quote requests to active sales engagements.
Enhanced Customer Experience
Customers now receive instant, data-backed insights via the frontend interface helped in boosting engagement and eliminating guesswork.
Tech Stack
API development and integration :
This solution enables customers to quickly assess the financial benefits of automation, fostering informed decision-making and driving efficiency in their operations
