A $50M–$200M mid-market B2B manufacturer of engineered-to-order products faced stalled growth due to manual, spreadsheet-driven quoting. Complex multi-parameter costing relied heavily on estimator inputs, resulting in 3–7 day turnaround cycles, 15–20% win rates, and margin erosion from pricing inconsistencies. Sales, estimation, and operations operated in silos, limiting scalability and revenue visibility.
The client was managing engineered-to-order quoting through manual, spreadsheet-driven processes that struggled to keep pace with demand. As volume increased, response times slowed and pricing consistency became difficult to sustain, limiting scalable growth.
Flatworld.ai executed a structured, phased intervention to redesign the client’s quoting ecosystem. The transformation centered on embedding an AI-powered Rate Calculator within the client’s RevOps framework, ensuring automation, pricing governance, and cross-functional workflow alignment without operational disruption.
Existing quoting workflows, estimator dependencies, pricing frameworks, and SLA gaps were evaluated. Revenue leakage points, margin inconsistencies, and cross-functional bottlenecks were documented to define transformation priorities.
A unified RevOps architecture was designed around an AI-powered Rate Calculator integrated with ERP cost structures, CRM opportunity data, and pricing governance rules. The blueprint defined configuration logic, approval hierarchies, and system-level guardrails to ensure accuracy and consistency.
The AI-powered Rate Calculator automated multi-parameter configuration and costing. Rules-based logic embedded pricing controls, approval workflows, and exception handling to eliminate manual errors and enforce margin discipline.
ERP, CRM, and pricing frameworks were harmonized into a cohesive quoting engine. Automated workflows streamlined collaboration across sales, estimation, and operations while ensuring real-time visibility into quote performance.
The solution was piloted across quoting teams with structured change management to ensure adoption. Executive dashboards provided visibility into SLA adherence, pricing integrity, and revenue performance metrics.
The deployment of the AI-powered Rate Calculator and structured RevOps cadence repositioned quoting from a bottleneck to a strategic growth lever. With sustained visibility into velocity, margin performance, and process discipline, the client established a scalable revenue execution model built for long-term competitiveness.
Explore how a similar RevOps transformation could strengthen your revenue execution. Schedule a strategy discussion with Flatworld.ai.
Mortgage firm cut response time by 80% and tripled conversions using Telenok AI for program queries.
Know More
Mortgage lender automated document indexing with MSuite, achieving 80% time savings and 99% classification accuracy.
Know More
3D printer brand automated 90% of support emails with Telenok AI, achieving over 85% CSAT score.
Know More