The Challenge
Manual Quoting Processes Limiting Profitability and Efficiency
Although the client operates as a technology-driven organization, their internal quoting process had not evolved to meet modern operational demands. Relying on spreadsheets for price calculations introduced human error, while every customer quote required manual intervention. This outdated approach made it difficult to maintain healthy margins across products and regions and provided no scalable, centralized system to ensure pricing consistency.
Recognizing the risk to profitability and growth, the client set out to automate their pricing process. They needed an intelligent, scalable pricing engine capable of integrating with existing systems, delivering real-time insights into profitability, and supporting rapid prototyping to gain internal stakeholder buy-in.
Our Approach
To meet these needs, the client partnered with Callibrity to rapidly develop an automated pricing solution designed to replace manual processes with a modern, reliable system.
Callibrity began with a focused, two-day discovery workshop, aligning technical and business stakeholders to define requirements. Within the first two weeks, the team delivered a fully functional API that accurately replicated the client’s existing pricing logic, eliminating reliance on spreadsheets and manual calculations.
The solution incorporated five custom-developed pricing algorithms, ensuring every quote met margin requirements while remaining competitive in the marketplace. Callibrity also built an intuitive, web-based administrative interface, giving the client real-time control over product and pricing management.
To further enhance visibility, advanced analytical tools were integrated, allowing the client to model pricing structures and understand profitability impacts throughout the subscription lifecycle. The system was designed using familiar technologies, ensuring maintainability, seamless adoption, and scalability for future needs.
The Results
With Callibrity’s solution in place, the client replaced error-prone manual processes with a scalable, automated system. A working prototype and production-ready API were delivered in under two weeks, allowing the client to generate accurate quotes faster and with greater confidence.
The automation of complex pricing calculations ensured profitability with every quote, while the administrative interface provided real-time control over pricing structures. Visualization tools unlocked insights into profitability that were previously impossible to access.
Callibrity’s iterative, collaborative approach—delivering demos multiple times per week—empowered the client to adapt to evolving priorities while building internal confidence in the solution.
The success of this engagement provided the foundation for the client’s next phase of growth. With automated pricing now driving their digital sales experience, they are positioned to optimize margins, reduce inefficiencies, and scale operations with greater agility and confidence.
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