Success Story: Offer Management Platform for a BAXI Group Subsidiary
Digitalising the commercial pipeline for the HVAC sector. One of the subsidiaries of the BAXI Group, a leading name in heating and climate control solutions, needed a tool to centralise the management of its commercial offers, replacing processes based on Excel and other fragmented tools.
The Challenge: Centralised and flexible offer management
The main challenge was enabling the commercial teams of the subsidiary to manage the entire offer pipeline in a unified and structured way. This included classifying offers into different stages (pending, hot, lost), creating versions and grouped offers, and managing the product catalogue and associated optionals. Additionally, it was essential to provide managers with clear dashboards to visualise data from multiple angles, as well as integrated CRM-like features to support follow-up activities and reminders.
Offing’s Solution: A comprehensive platform for the offer pipeline
- Offer pipeline management: Classification of offers into different states (pending, hot, lost) with full control until the offer is approved. Once approved, it is sent to the M3 ERP for further processing.
- Offer versions and groupings: Ability to duplicate, version and group offers for different commercial scenarios.
- Integrated product and optional management: Administration of products, related optional items and management of incompatibilities between optionals.
- Dashboards for directors: Flexible visualisation of commercial data, offering a clear overview of performance by salesperson, region, product type and more.
- Built-in CRM functions: Creation of follow-up activities, reminders and other lightweight CRM features directly within the platform.
Technology & Architecture
- Front-end: Next.js (React) for a fast and modern interface.
- Back-end: Python for a robust and flexible application core.
- ERP M3 integration: The platform integrates with the M3 ERP to synchronise relevant data bidirectionally, without managing the order lifecycle.
Results & Added Value
With the new platform, the BAXI Group subsidiary has achieved:
- Full centralisation and control: The entire offer pipeline in one place.
- Improved visibility and decision-making: Dashboards that provide multi-angle analysis of commercial activity.
- Operational efficiency: Eliminating manual tasks and ensuring that all sales representatives work with the same updated information.